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About
Stephen Rosenthal, CFA, is an analyst at Kopernik Global Investors based in Tampa, Florida, where he specializes in equity research covering the energy sector. Since joining Kopernik in 2013, he has been responsible for conducting deep fundamental analysis and providing investment insights focused on global energy companies, including oil, gas, and related processing industries.
Mr. Rosenthal’s investment career spans over three decades, with previous leadership positions as Senior Portfolio Manager at Mt. Eden Investment Advisors and Portfolio Manager and Director of Research at Telegraph Hill Investment Counsel. His extensive industry experience is solidly anchored in long-term, value-oriented strategies, particularly within the energy space.
He holds an MBA in Finance from the University of Southern California’s Marshall School of Business and a Bachelor of Science from the University of Santa Clara. In addition to the Chartered Financial Analyst (CFA) designation, Mr. Rosenthal’s professional background includes notable service as a Captain and naval aviator in the U.S. Marine Corps, further demonstrating his disciplined approach to investment analysis and research.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kopernik Global Investors | Analyst | Sep 2013 to Present | — |
| Mt. Eden Investment Advisors | Senior Portfolio Manager | Apr 2005 to Apr 2013 | Directly manage over $150 million in equity, fixed income and balanced portfolios on behalf of 30 institutional and high net worth clients. Build investment portfolios in accordance with firm strateg... |
| Telegraph Hill Investment Counsel | Portfolio Manager and Director of Research | Apr 1998 to Mar 2005 | Worked to create overall investment philosophy and research approach for newly launched investment firm in 1998. Comprehensive investment philosophy was to invest in dominant world-class companies wit... |
| Hanson Investment Management Company | Portfolio Manager and Analyst | Sep 1995 to Mar 1998 | Responsibilities included actively managing existing portfolio holdings as well as identifying, analyzing and recommending new suitable equity investments. Led research meetings and made presentation... |
| Farmers Insurance Group of Companies | Portfolio Manager | Aug 1992 to Sep 1995 | Responsibilities included actively managing fixed income and equity portfolios. Also performed primary/secondary fundamental security analysis and valuation on bonds and equities, and made buy and sel... |
| United States Marine Corps | Naval Aviator | Jun 1983 to Jun 1990 | Pilot of AH-1 Cobra helicopters in Marine Attack Helicopter Squadron. •Designations included Flight Instructor, Division Leader, and Functional Test Pilot. •Responsibilities included Aircraft Maintena... |
Education
USC Marshall School of Business
Master of Business Administration (MBA), Finance, General
1990 — 1992
University of Santa Clara
Bachelor's degree, Political Science and Government
1979 — 1983
Skills & Expertise
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 |
T Taylor McKenna | Analyst | FL , United States |
 | Chief Investment Officer and Lead Portfolio Manager | Tampa, 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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