Kopernik

Kopernik International Fund

International

Jun 2025Jun 2026

Our archive holds 2 letters from this strategy, behind 8 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.

2 letters in 2 years follow all of Kopernik for every strategy.

What it bought and sold

  • TrimmedNutrien LtdJun 2026
    We trimmed Glencore on a price spike, added to K+S, and took advantage of price volatility in Nutrien to trim and add opportunistically.
  • AddedKT CorpJun 2026
    We added to the Fund’s positions in Golden Agri and KT Corp, and took advantage of price volatility in LG Uplus to trim and add opportunistically.
  • The Fund initiated positions in: DiDi Global Inc., the “Uber of China,” which has 70% of the Chinese ride-sharing market; Ayala Corp, a Filipino conglomerate with investments in various segments including real estate, banking, telecommunication, renewable energy, health, logistics, and mobility; EPAM Systems Inc., a specialized software-engineering firm; Mosaic Co., the largest phosphate producer in the United States and a global producer of potash; Grupo Financiero Inbursa SAB de CV, a Mexico-based financial holding company; Champion Iron Ltd, a Canadian iron-ore producer; Indah Kiat Pulp and Paper Tbk PT, an Indonesian integrated producer of pulp, cultural paper, packaging materials, and tissue products;
  • New positionSinopharm Group Co Ltd.Jun 2026
    The Fund also re-initiated positions in Japan Petroleum Exploration Co Ltd, a Japanese oil & gas exploration and production company; Suzuken Co Ltd., a Japanese pharmaceutical distributor, and Sinopharm Group Co Ltd., China’s leading pharmaceutical and medical device distributor, as prices decreased to levels that suggested significant upside to our risk-adjusted intrinsic value estimates, and finished building a position in Empresas COPEC SA, a Chile-based diversified natural resources and retail company with operations spanning forestry, fuel distribution/retail, and mining.
  • AddedLG CorpJun 2026
    We also took advantage of price volatility in LG Corp to add and trim opportunistically and trimmed BHP.
  • ExitedAmundi SAJun 2026
    The Fund eliminated its position in Amundi SA as prices appreciated,
  • We added to the Fund’s positions in Golden Agri and KT Corp, and took advantage of price volatility in LG Uplus to trim and add opportunistically.
  • ExitedAir Lease CorpJun 2026
    Additionally, the Fund’s position in Air Lease Corp was eliminated as the company was acquired and taken private.
  • New positionAyala CorpJun 2026
    The Fund initiated positions in: DiDi Global Inc., the “Uber of China,” which has 70% of the Chinese ride-sharing market; Ayala Corp, a Filipino conglomerate with investments in various segments including real estate, banking, telecommunication, renewable energy, health, logistics, and mobility; EPAM Systems Inc., a specialized software-engineering firm;
  • New positionSuzuken Co Ltd.Jun 2026
    The Fund also re-initiated positions in Japan Petroleum Exploration Co Ltd, a Japanese oil & gas exploration and production company; Suzuken Co Ltd., a Japanese pharmaceutical distributor, and Sinopharm Group Co Ltd., China’s leading pharmaceutical and medical device distributor, as prices decreased to levels that suggested significant upside to our risk-adjusted intrinsic value estimates, and finished building a position in Empresas COPEC SA, a Chile-based diversified natural resources and retail company with operations spanning forestry, fuel distribution/retail, and mining.
  • TrimmedLG Uplus CorpJun 2026
    We added to the Fund’s positions in Golden Agri and KT Corp, and took advantage of price volatility in LG Uplus to trim and add opportunistically.
  • AddedEmpresas COPEC SAJun 2026
    The Fund also re-initiated positions in Japan Petroleum Exploration Co Ltd, a Japanese oil & gas exploration and production company; Suzuken Co Ltd., a Japanese pharmaceutical distributor, and Sinopharm Group Co Ltd., China’s leading pharmaceutical and medical device distributor, as prices decreased to levels that suggested significant upside to our risk-adjusted intrinsic value estimates, and finished building a position in Empresas COPEC SA, a Chile-based diversified natural resources and retail company with operations spanning forestry, fuel distribution/retail, and mining.
  • New positionMosaic Co.Jun 2026
    The Fund initiated positions in: DiDi Global Inc., the “Uber of China,” which has 70% of the Chinese ride-sharing market; Ayala Corp, a Filipino conglomerate with investments in various segments including real estate, banking, telecommunication, renewable energy, health, logistics, and mobility; EPAM Systems Inc., a specialized software-engineering firm; Mosaic Co., the largest phosphate producer in the United States and a global producer of potash;
  • The Fund initiated positions in: DiDi Global Inc., the “Uber of China,” which has 70% of the Chinese ride-sharing market; Ayala Corp, a Filipino conglomerate with investments in various segments including real estate, banking, telecommunication, renewable energy, health, logistics, and mobility; EPAM Systems Inc., a specialized software-engineering firm; Mosaic Co., the largest phosphate producer in the United States and a global producer of potash; Grupo Financiero Inbursa SAB de CV, a Mexico-based financial holding company;
  • We added to the Fund’s position in Sibanye and took advantage of price volatility in Valterra and Impala to trim and add opportunistically.
  • New positionChampion Iron LtdJun 2026
    The Fund initiated positions in: DiDi Global Inc., the “Uber of China,” which has 70% of the Chinese ride-sharing market; Ayala Corp, a Filipino conglomerate with investments in various segments including real estate, banking, telecommunication, renewable energy, health, logistics, and mobility; EPAM Systems Inc., a specialized software-engineering firm; Mosaic Co., the largest phosphate producer in the United States and a global producer of potash; Grupo Financiero Inbursa SAB de CV, a Mexico-based financial holding company; Champion Iron Ltd, a Canadian iron-ore producer;
  • New positionValor GoldJun 2026
    Seabridge Gold Inc, another portfolio holding, spun off their Courageous Lake gold project to shareholders, and we received shares in the new company, Valor Gold.
  • New positionEPAM Systems Inc.Jun 2026
    The Fund initiated positions in: DiDi Global Inc., the “Uber of China,” which has 70% of the Chinese ride-sharing market; Ayala Corp, a Filipino conglomerate with investments in various segments including real estate, banking, telecommunication, renewable energy, health, logistics, and mobility; EPAM Systems Inc., a specialized software-engineering firm;
  • The Fund also re-initiated positions in Japan Petroleum Exploration Co Ltd, a Japanese oil & gas exploration and production company; Suzuken Co Ltd., a Japanese pharmaceutical distributor, and Sinopharm Group Co Ltd., China’s leading pharmaceutical and medical device distributor, as prices decreased to levels that suggested significant upside to our risk-adjusted intrinsic value estimates, and finished building a position in Empresas COPEC SA, a Chile-based diversified natural resources and retail company with operations spanning forestry, fuel distribution/retail, and mining.
  • TrimmedBHP Group LtdJun 2026
    We also took advantage of price volatility in LG Corp to add and trim opportunistically and trimmed BHP.
  • TrimmedGlencore PLCJun 2026
    We trimmed Glencore on a price spike, added to K+S, and took advantage of price volatility in Nutrien to trim and add opportunistically.
  • New positionDiDi Global Inc.Jun 2026
    The Fund initiated positions in: DiDi Global Inc., the “Uber of China,” which has 70% of the Chinese ride-sharing market; Ayala Corp, a Filipino conglomerate with investments in various segments including real estate, banking, telecommunication, renewable energy, health, logistics, and mobility; EPAM Systems Inc., a specialized software-engineering firm;

Also held

Its investment theses

Every letter