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
Slow, Boring, Better, Longer
We anticipate slow growth, slow reflation, and slow retrenchment from the Fed over the course of 2H15 and into 2016. Our view is that (without a judgment on valuation) this is a pretty benign backdrop for risk-taking and for equities. Slow growth may mean we haven’t and won’t see a large amplitude or classic spike to this cycle, but we may see a longer periodicity, or duration. Slow reflation means modest improvement in the consumer’s ability to spend and a less harsh impact on corporate profitability due to wage inflation. Oil prices may modestly rise (or not) and the US dollar may strengthen, but at a far less rapid rate than we saw late last year. Slow retrenchment means the Fed first acts this year (we anticipate September, December) or early next year with some growing possibility, potentially even independent of the economic data, but it acts extremely cautiously and slowly over the coming couple of years. Select companies should achieve modest earnings growth and/or multiple expansion.
Tiburon Capital Management is an SEC registered investment advisor
and 100% employee-owned (and a Minority-Owned Business Enterprise)
NEW for August , 2015: Tiburon Shark Bites - Quarterly Capitalism and Corporate Stewardship
Tiburon Shark Bites - The Coincidence of Activism and Shareholder-Friendly Corporate Activities (June, 2015)
Fox Business News - Lupoff on JC Penney; Oil and Opportunities in 2015
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