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
An Uneasy Easing into Summer
The recent flow of US data has become more encouraging. It’s plausible to us that GDP will accelerate in 2Q15, led by solid household income growth and a strong labor market. However, Greece remains a quagmire and China, an enigma. These sovereign matters, along with macro items related to currencies and US rate lift-off, among others makes for an uneasy easing into summer. Finally, this Phase 3 of a four-phased economic cycle (bad for credit, good for equities still) limps into summer with ongoing debates over both the strength of the underlying economy and the bubble-like nature of markets and equity valuations. The divining rod of market direction should sort out in 3Q15 assuming we can determine if we’ve got real growth along with higher rates or not. If we do, we have some legs left to this Phase 3 of the cycle, if not, we’ll set up more defensively into year-end.
Tiburon Capital Management is an SEC registered investment advisor
and 100% employee-owned (and a Minority-Owned Business Enterprise)
NEW for June , 2015: Tiburon Shark Bites - The Coincidence of Activism and Shareholder-Friendly Corporate Activities (June, 2015)
Tiburon Shark Bites - In The Event of Risk (May, 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
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