Takumi Capital Management, LP

Quality Business

Real opportunities are rare. We, then, tend to have concentrated portfolio and don't trade frequently.

"The stock market is a no-called-strike game. You don't have to swing at everything." - Warren Buffett

Margin of Safety

Descipline

We own companies that have sustainable differentiating power.

They have pricing power. Their customer relationship is sticky. They can increase their market presence overtime.

Takumi Capital Management, LP holds a concentrated portfolio of small-cap Japanese companies. We seek to only own undervalued, high-return, well managed businesses that provide clear value to their customers.

We take positions only when we can purchase companies at significantly lower prices than their intrinsic value.

"In the short run, the market is a voting machine but in the long run, it is a weighing machine." - Ben Graham