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
September 2015 Letter
The stock market has called nine of the last five recessions – Paul Samuelson
We have long argued that the negative price moves in oil and commodities were primarily a reflection of excess supply as opposed to inadequate demand. Further, that it is dangerous to conflate market moves (China in particular) with economic health and stability. Assuming we are correct, there's a meaningful risk that markets are over-interpreting the collapse of oil and commodity prices as a negative growth signal. Further, that the Chinese economy is less at risk (and we in the US more immune) than markets presently consider.
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
Fox Business News - Lupoff on ECB Interest Rate Cut, Event-Driven Themes that Arise
Investor Materials, Calls, Visits, Please contact: email@example.com
Content copyright . Tiburon Holdings. All rights reserved.
DISCLAIMER: This website contains general information about Tiburon Capital Management.
This website is not intended to be an offer or any form of solicitation and does not, and is not intended to, constitute any investment advice.