David IbenLead Portfolio Manager and CIORead More
The Fund seeks to provide long-term capital appreciation by investing primarily in equity securities of U.S. and non-U.S. companies.
The research driven investment process seeks to add value through active management and by selecting securities of companies that, in the manager’s opinion, are misperceived and undervalued by the market. The Fund may invest in any country, market, and sector/industry across the market capitalisation range within the Fund’s predefined investment guidelines.
The Fund’s Sub-Investment Manager, Kopernik Global Investors, LLC, was launched by David Iben on July 1, 2013 and operates out of Tampa, Florida. The firm provides investment management services for investment funds, institutions and separate accounts. Kopernik is a client-centric, 100% employee owned firm and many employees are invested in the firm’s strategies. The investment philosophy is that markets are inherently inefficient and significant alpha may be gained on a global basis via independent thought and rigorous research. Kopernik believes that only through bottom-up fundamental analysis may a thorough, forward looking understanding of a company’s business and valuation be gained. Kopernik views value as a prerequisite, not philosophy and views itself as owners of businesses.
The below shows the information for the share class selected in the drop down box directly below the name of the fund. You can use the drop down box to view information relating to other share classes listed in the fund. A full list of all currency share classes is available on request.
Past performance is no guide to future performance and the value of investment and income from them can fall as well as rise.
|1||Newcrest Mining Ltd||Materials||Australia||4.1|
|2||KT Corp||Communication Services||South Korea||3.7|
|5||Turquoise Hill Resources Ltd||Materials||Canada||3.2|
|6||Centerra Gold Inc||Materials||Canada||2.7|
|8||NAC Kazatomprom JSC GDR RegS||Energy||Kazakhstan||2.5|
|9||China Telecom Corp Ltd||Communication Services||China||2.3|
|10||Golden Agri-Resources Ltd||Consumer Staples||Singapore||2.2|
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