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Featured InsightsJune 2023
View From The Top: The waiting game
View from the very top: We may be due a pause. Equity markets have enjoyed a robust ride year-to-date, even when consensus opinion remains highly cautious. To ignore the known unknowns would be foolish. Uncertainty over the health of the economy and the direction of monetary policy remain top of mind. At the same time, […]

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Featured InsightsMay 2023
David Iben wins the 2023 Fund Manager Lifetime Achievement Award
A huge congratulations to David B. Iben, CFA on winning the 2023 Fund Manager Lifetime Achievement Award at the London Value Investor Conference. Dave is the Lead Portfolio Manager and CIO of Kopernik Global Investors, LLC and we are fortunate as a firm to have partnered with him for nearly 15 years! To watch the […]

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Featured Insights
Featured InsightsJune 2023
View From The Top: The waiting game
View from the very top: We may be due a pause. Equity markets have enjoyed a robust ride year-to-date, even when consensus opinion remains highly cautious. To ignore the known unknowns would be foolish. Uncertainty over the health of the economy and the direction of monetary policy remain top of mind. At the same time, […]

Learn more
Featured InsightsMay 2023
David Iben wins the 2023 Fund Manager Lifetime Achievement Award
A huge congratulations to David B. Iben, CFA on winning the 2023 Fund Manager Lifetime Achievement Award at the London Value Investor Conference. Dave is the Lead Portfolio Manager and CIO of Kopernik Global Investors, LLC and we are fortunate as a firm to have partnered with him for nearly 15 years! To watch the […]

Learn more
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View From the Top

Heptagon's monthly newsletters contain the latest views from Fund Manager, Alex Gunz.

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