Simon Shi

Analyst-Equity at

Kopernik Global Investors LLC

Consumer Services

Commercial Services

Finance

Profile

Mr. Simon Shi, CFA MBA, is a Deputy Director of Research & Analyst at Kopernik Global Investors LLC.
He is an Analyst covering communication services and generating utilities sectors for Kopernik.
He has been in the investment industry since 2000 and joined Kopernik in 2016.
Mr. Shi was an Investment Manager Research Analyst at Merrill Lynch Global Wealth Management, responsible for selecting international and global equity managers and offering investment advice to the financial advisor community.
Prior to that, he was a Tax Accountant with KPMG LLP.
He earned his Bachelor of Science in Economics from Shanghai University of Finance and Economics, Master of Science in Accounting from Northern Illinois University and MBA from the Stern School of Business at New York University.
He has received the Chartered Financial Analyst designation.

Simon Shi active positions

Companies	Position	Start
Kopernik Global Investors LLC Kopernik Global Investors LLC Investment ManagersFinance Kopernik implements their global investment strategies through an active, fundamentals-based, value-oriented process. Their investment discipline seeks to identify potential investments that trade at significant discounts to their intrinsic value. For investment strategies that permit short positions, the firm will short securities of companies that they believe are overvalued by the market, with an emphasis on securities selling at significant premiums to their intrinsic values. Their security selection process is driven by bottom-up fundamental research and is distinguished by industry specialization and fundamental analysis.	Analyst-Equity	01/01/2016

All active positions of Simon Shi

Former positions of Simon Shi

Companies	Position	End
KPMG LLP KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services	Corporate Officer/Principal	-
Merrill Lynch Global Wealth Management Group	Corporate Officer/Principal	-

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Linked companies

Private companies	6
KPMG LLP KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services	Commercial Services
Northern Illinois University Northern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Shanghai University of Finance & Economics Shanghai University of Finance & Economics Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch Global Wealth Management Group
Kopernik Global Investors LLC Kopernik Global Investors LLC Investment ManagersFinance Kopernik implements their global investment strategies through an active, fundamentals-based, value-oriented process. Their investment discipline seeks to identify potential investments that trade at significant discounts to their intrinsic value. For investment strategies that permit short positions, the firm will short securities of companies that they believe are overvalued by the market, with an emphasis on securities selling at significant premiums to their intrinsic values. Their security selection process is driven by bottom-up fundamental research and is distinguished by industry specialization and fundamental analysis.	Finance
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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