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David Iben
Chief Investment Officer and Lead Portfolio Manager at Kopernik Global Investors, LLC
About
David Iben is the Chief Investment Officer, Managing Member, Founder, and Chairman of the Board of Governors at Kopernik Global Investors, LLC, based in Tampa, Florida. He leads the firm’s investment process as Lead Portfolio Manager for the Kopernik Global All-Cap and Global Unconstrained strategies, and as Co-Portfolio Manager for the Kopernik International and Global Long-Term Opportunities strategies, with an investment approach focused on fundamental analysis and identifying undervalued securities across global markets.
His specific expertise lies in global value investing, with a focus on global equities, including emerging markets, natural resources, energy, commodities, and other real assets. Kopernik Global Investors is noted for its contrarian and independent investment philosophy, often taking substantial positions in sectors that are underappreciated by mainstream markets, such as energy, materials, and cyclical industries.
Prior to founding Kopernik in 2013, David was Director and Head of the Global Value Team at Vinik Asset Management and Co-Founder, Chief Investment Officer, and Co-President at Tradewinds Global Investors, where he managed over $38 billion in assets. He began his career at Farmers Group, eventually becoming CIO responsible for $16 billion in assets, and has held senior investment roles at several firms. David earned a BS from the University of California, Davis, and an MBA from the USC Marshall School of Business, and holds the Chartered Financial Analyst (CFA) designation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kopernik Global Investors, LLC | Chief Investment Officer and Lead Portfolio Manager | Jul 2013 to Present | Chief Investment Officer and Lead Portfolio Manager, as well as Managing Member, Founder, and Chairman of the Board of Directors. Kopernik is a global value equity management firm focused on bottom-up... |
| Vinik Asset Management | Director and Head of Global Value Team | Jul 2012 to Mar 2013 | Portfolio Manager for the $2.7 billion Global Value Long/Short Equity portfolio, as well as a director and head of the Global Value team. |
| Tradewinds Global Investors, LLC | Lead Portfolio Manager, Co-Founder, Chief Investment Officer, Co-President | Jan 1998 to Jan 2012 | Lead Portfolio Manager, Co-founder, Chief Investment Officer, and Co-President. Continually sole-managed equity portfolios and served as Portfolio Manager for the firm's Global All-Cap strategy, North... |
| Cramblit & Carney | Senior Portfolio Manager | Jan 1996 to Jan 1998 | Portfolio Manager/Analyst |
| Farmers Group | Director of Research, Lead Portfolio Manager, Securities Analyst and Trader | Jan 1982 to Jan 1996 | Over the course of 14 years, was in several roles including Securities Analyst/Trader, Portfolio Manager, and eventually Director of Research and Lead Portfolio Manager for both equity and fixed incom... |
Education
University of California, Davis
Bachelor of Science - BS
University of Southern California Marshall School of Business
Master of Business Administration - MBA
Others at Kopernik Global Investors, LLC (14)
| Name | Role | Location |
|---|---|---|
| Global Head of Trading | Los Angeles, CA , United States | |
| Equity Research Associate | FL , United States | |
| Equity Research Associate | Tampa, FL , United States | |
S Scott Ahn | Senior Research Associate | Tampa, FL , United States |
S Stephen Rosenthal | Analyst | Tampa, FL , United States |
T Taylor McKenna | Analyst | FL , United States |
| Partner, Client Portfolio Manager | FL , United States | |
| Equity Research Associate | Tampa, FL , United States | |
| Research Associate | Tampa, FL , United States | |
| Research Analyst | Tampa, FL , United States |
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