About Paul Brodsky

Select articles by Paul Brodsky of Kopernik Global Investors. Paul Brodsky joined Kopernik Global Investors in August 2013, and serves as a Co-Portfolio manager of the Global Unconstrained Fund. From 2006 to 2013, he served as a co-managing member of QB Asset Management Company LLC (QBAMCO), which he co-founded with Lee Quaintance. While at QBAMCO, Paul was a long/short equity portfolio manager responsible for industry-related and macroeconomic analysis, as well as for writing the firm’s comprehensive investor letters. He was also responsible for overseeing all internal QBAMCO administration and operations, and for overseeing the firm’s external service providers for QBAMCO’s US and Cayman investment funds. Through 2006, Paul was the head of investments and operations for Spyglass Capital Trading Company, a firm he founded in 1996, which managed fixed-income arbitrage funds. Before entering asset management in 1996, Paul worked on Wall Street for 14 years for firms including Kidder Peabody, Drexel Burnham, and Piper Jaffray. Paul earned his multi-disciplinary Bachelor of Arts from University of Pennsylvania.

Web

Publicado el 08/08/2011 Paul Brodsky debt ceiling , S&P

Implications of the US Sovereign Debt Downgrade

We believe the downgrade of US Treasury obligations is legitimate and, in one very relevant way, insufficient.

Publicado el 08/07/2011 Paul Brodsky global economy , Greece

Brace Yourself

The bad news for investors pursuing positive real returns is obvious: the first half of 2011 was painful. The good news is that a set of conditions now exist that we think sets the stage for meaningful structural change… and it may occur soon.