Tiburon Capital Management 
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Tiburon Capital Management, LLC         
1345 Avenue of the Americas - 3rd Floor       
New York, NY  10105                           
646.840.4925
     
                                   

Event-Driven Strategies

Tiburon, spanish for shark and representative of our relentlessness, efficiency, ability to move swiftly and capacity to adapt.

Strategies include:

  • Special Situations;
  • Stressed-Distressed: and
  • Capital Structure (Indenture) Arbitrage

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
Of Bulls, Bears and Matadors

February, 2015

There’s been much written and discussed about this unloved bull market. Since the Great Recession and the awful markets of that time, professional investors, with muscle memory inform by those experiences, have had their itchy fingers on the sell button. The vanquishing many had then from the “Black Swans” has them (and every pundit) foreseeing myriad risks poised to cause a next correction or portend the end of this bull market. Effectively we’ve all been matadors to varying degrees, sidestepping the bull.

In any event, we can foresee a basis for optimism in 2015 (again, see our Tiburon Panorama 2015). What we describe in this month's Markets Overview is some of the set up for the potentially attractive returns we can generate in 2015 from what the market is likely to give us. We are not saying “ride the bull”, but it has been wrong to holler, “Ole” and step out of its way. Market dynamics, we believe, suggest another good year for a carefully cultivated portfolio of Developed Markets (“DM”) equities and High Yield bonds (“HY”). Acknowledgement of, and sensitivity to the globally depreciating currencies and now, worldwide QE – a global race to zero risk-free local rates – is an essential component (the “E” in BRACE) of formation of any 2015 investment view.
















 

 

 

 

 








 

 

 

 

 

 

 

 

Tiburon Capital Management is an SEC registered investment advisor
and 100% employee-owned (and a Minority-Owned Business Enterprise)

Tiburon was founded by Peter M. Lupoff, an active participant in event-driven, deep value, credit and distressed strategies  for over 20 years and widely heralded as a pioneer in various aspects of the event-driven markets and investing. Tiburon Event-Driven portfolios are managed by Mr. Lupoff and Brian Swain - both experienced veterans in event-driven and deep value.

We seek to generate absolute returns with low volatility by exploiting market, documentary and competitor research inefficiencies and deficiencies.

How do we differ from others? Tiburon is agnostic 1)  Long or Short; 2) Among Securities - equities, bonds, options and 3) Among the myriad events, or Revaluation Catalysts.  Agnosticism in Mandate removes much of the moral hazard faced by those that need to believe in a particular market, cycle, security, industry or direction.

Tiburon portfolios are liquid and historically uncorrelated to larger "index-like" event-driven managers.
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Investments Offered via:
  • TIBURON EVENT-DRIVEN ONSHORE/OFFSHORE FUNDS
  • TIBURON SEPARATELY MANAGED ACCOUNT PRODUCTS  (Direct via JP Morgan, others)
  • TIBURON IDIOSYNCRATIC CREDIT (Event-Oriented)

NEWS: 

NEW for March, 2015: 

Tiburon Shark Bites - The Deflation Bogey Man (March, 2015)

Tiburon Shark Bites - Oil's Price Decline and its Impact on the High Yield Market (February, 2015)



Fox Business News - Lupoff on JC Penney; Oil and Opportunities in 2015

Tiburon Shark Bites - Where is the Bottom in Oil - Parsing the Risks and Opportunities (December, 2014)

Fox Business News - Lupoff on ECB Interest Rate Cut, Event-Driven Themes that Arise

Tiburon Share Bites - I'm Not Dead Yet - The Case of US Equities Through Year-End 2014  (September, 2014)


                                                                     Investor Materials, Calls, Visits, Please contact:         ir@tiburonholdings.net