Monthly Markets Overview
There's an old saying, "don't lose sight of the forest for the trees".
Despite Unexpected, but never to be unanticipated macroeconomic events overwhelmed markets in 1Q14, overlooking, or perhaps, reasonably oblivious to the microeconomic data and company-specific news.
As worldly as we would like to think of ourselves, these macro developments only matter to us to the extent they influence the direction of markets or suggest risks and/or opportunities related to our strategies. Therefore, 1Q14 is a moment where markets and participants may be missing the trees for the forest, that is, the prognosis for Developed Markets company performance, and therefore, their market securities is quite good in our view - particularly in 2H14.
Tiburon Capital Management is an SEC registered investment advisor.
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