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
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Monthly Markets Overview

April, 2014

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.

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.

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? 1) Long or short anywhere in capital structure where best risk-adjusted returns reside; 2) active trader around core positions to mitigate volatility; 3) portfolio 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: Van Eck Funds Interview with Peter Lupoff - Tiburon's Differentiated Event-Driven Strategies, Proprietary BRACE Methodology

NEW: Tiburon Shark Bites - Lupoff Blog -
The Biotechnology Sector Distraction (April, 2014)

Tiburon Shark Bites - White Paper:
"The Seismic Shift towards a new Corporate Social Contract - Implications for Shareholder-Friendly Events"

Peter Lupoff interviewed in Bloomberg Briefs -  Hedge Funds

Tiburon's Peter Lupoff  discusses European Sovereign Risks, hedging and agnosticism on Bloomberg TV: 
Lupoff on "Inside Track"
   

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