We concentrate on high-quality, Buffett-like businesses — companies with phenomenal fundamentals trading below intrinsic value in the public markets. The firm is led by Sahm Taguchi.

Combining an alternative data approach with a value investment framework, we also pursue special situations and event-driven opportunities that create asymmetric risk-reward in equity markets. Our goal is to generate superior, risk-adjusted returns by identifying mispriced inflection points across industries and capital structures.