Tiburon, spanish for shark and representative of our relentlessness, efficiency, ability to move swiftly and capacity to adapt.
Tiburon seeks to harness returns from hard events - Revaluation Catalysts - as they occur.
Tiburon utilized its proprietary BRACE methodology in its review of investments and seeks to reduce human bias in decision-making.
Tiburon Markets Overview
November 2015 Market Letter
Someone is sitting in the shade today because someone planted a tree a long time ago
– Warren Buffett
Waiting to be Seated (in the Shade please) vs Musical Chairs vs Deck Chairs on the Titanic
I don’t believe that it is a matter of “if” or “when” but of degree. There may be no clear demarcation of a time, event, date-certain when markets go bad. If, in fact, as we’ve written often, we are in a long period of sideways trading markets, of multiple equilibria, then this ongoing stress and angst, risk on/risk off, periods of higher and lower volatility may be the “new normal”. It is what it is. Rather than thinking about capital deployment as a function of a market that is good ‘til it isn’t (Musical Chairs) or imminently falling off the cliff (Deck Chairs on the Titanic), it could be, to our thinking, like Waiting to be Seated in your favorite restaurant (and outdoors, in the shade). Patience is required. Your time will come, a menu will be presented, and if you are astute, you’ll choose (securities) well.
Tiburon Capital Management is an SEC registered investment advisor
and 100% employee-owned (and a Minority-Owned Business Enterprise)
NEW for November , 2015: Tiburon Shark Bites - Disarray in Credit Markets - Passive Investment Risks/Active Investor Opportunities
We are attending the IMN Conference in Scottsdale, AZ, discussing liquid alternatives (and the Tiburon product) Dec 6-8th - let us know if you plan to attend.
Fox Business News - Lupoff on JC Penney; Oil and Opportunities in 2015
Fox Business News - Lupoff on ECB Interest Rate Cut, Event-Driven Themes that Arise
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