About East Cape Capital Management, L.P.
East Cape Capital Management (ECCM or “the Company”) is a Delaware limited partnership principally engaged in acquiring and holding concentrated positions in high-quality, durable businesses and selectively investing in special situations across public markets. ECCM’s objective is to maximize its long-term compound annual growth in intrinsic value by identifying companies with strong competitive advantages, disciplined capital allocation, and predictable earnings power — while opportunistically allocating capital to event-driven, dislocated, or catalyst-rich opportunities that present asymmetric upside. Founded by Sahm K. Taguchi on October 5, 2022, ECCM operates under Delaware limited partnership law. The Investment Manager oversees all investment activities and portfolio construction in accordance with the firm’s investment policy.
The substantial majority of the portfolio is typically allocated to 8–12 core holdings — liquid, listed North American companies with sustainable business models, high returns on capital, and enduring moats. In parallel, ECCM maintains a flexible sleeve for special situations such as restructurings, spin-offs, recapitalizations, and other mispriced corporate events that can unlock value independent of broad market direction. ECCM manages risk through concentrated conviction, rigorous fundamental research, and opportunistic hedging strategies to protect capital while exploiting dislocations.
The Company is named after the East Cape of Cabo San Lucas, Mexico — a symbol of endurance and clarity. Like its namesake, ECCM seeks resilience amid uncertainty, focusing on quality, patience, and opportunism as the foundations of long-term compounding.
Management
Sahm Taguchi is the Chief Investment Officer at East Cape Capital Management, L.P., and he is a sophomore at the University of Chicago, studying Economics and Astrophysics. He is Chairman (previously CEO) of The Good Books Foundation for several years, serving books to underserved communities to hospitals, school, prisons, and more across North America. Moreover, he has previously served as the CEO of Invest in Us for two years, acting as a consultant for small businesses, designing websites and business cards.
Since reading Confidence Game: How Hedge Fund Manager Bill Ackman Called Wall Street’s Bluff, he has been passionate about value investing. During the summer of 2025, Taguchi worked at Bastiat Partners, a boutique advisor firm in LA, working on transaction across celebrity-backed consumers, aerospace/defense, technology, and alternative assets. He worked on transactions in aggregate of $950mm. In the summer of 2022, Mr. Taguchi wrote a 37-page paper entitled “Carbon Credits: A Salient Role in Environmental Economics,” where he discussed, analyzed, and modeled data about the effectiveness of carbon credits. In the summer of 2023, he continued his research working with Middlebury’s Jon Isham. He wrote a 21 page paper about green real estate development.
