Vis Advisors, LP

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Takumi Capital Management, LP Home Team Contact We seek to 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 Takumi Capital Management, LP Quality Business We seek to own companies that have sustainable differentiating power, pricing power, sticky customer relationships and can increase their market presence over time. 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. Discipline Real opportunities are rare. We then tend to have a 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 Copyright @ VIS Advisors, LP All rights reserved. ​​ Disclosure WARRANTIES DISCLAIMERS There are no warranties implied. VIS Advisors LP is a registered investment adviser located in Manhattan, NY. VIS Advisors LP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. VIS Advisors LP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and link

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