Okami Capital Management
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Concentrated portfolios of exceptional businesses.

A value-investing discipline, sharpened with quality filters, AI-augmented research and proprietary algorithms. Agnostic of industry, geography and company size, and patient by design.

Each dot is a listed company. Move across the universe: only a few pass our filters.

Mandates

Choose how involved you want to be.

For private clients & families

Discretionary Management

We take investment decisions on your behalf within an agreed mandate, structured around your objectives, risk limits and time horizon.

  • Concentrated, conviction-led portfolio
  • Built around your liquidity needs and obligations
  • No proprietary products, ever

For institutions

Institutional Advisory

Fundamental research for fund managers, asset managers and family offices, as a second opinion or as primary strategic counsel.

  • Bottom-up security analysis
  • Macro-aware framework
  • Risk-adjusted returns over full cycles

For self-directed investors

Execution Only

Direct access to global markets through our trading desk, with institutional-grade execution and full discretion.

  • Equities, bonds, funds, ETFs, FX
  • Derivatives and structured products
  • European and US trading hours covered

Our investment method

Three layers of proprietary analysis.

Each layer answers one question. Together they narrow a global universe down to the few businesses worth owning, and tell us when to lean in or step back.

1

Top-down · Industrial segmentation

Where is value?

How is each industry priced in aggregate, and on which fundamentals?

  • Proprietary tool built with the world's largest financial information provider
  • Isolates groups of companies or assets in any listed market or geography
  • Spots temporary inconsistencies, bubbles and depressions
2

Bottom-up · Fundamental research

What deserves capital?

Which businesses show the highest-quality fundamentals?

  • Sustainable competitive advantage, moat and margin of safety
  • High returns on capital, earnings growth and sound debt management
  • Highly liquid, listed on the largest exchanges, held 5+ years
3

Tactical · Algorithmic adjustment

When to act?

When should we reduce, and when should we add?

  • Proprietary algorithms built on select market indicators
  • Flags euphoria and excessive pessimism unjustified by fundamentals
  • Rarely trades more than once a month. Not a day-trading tool

Our definition of quality

What a business must show before we own it.

Quality was not part of the original value-investing canon. We added it because, in our experience, it improves returns and reduces volatility.

Unique productsGoods or services competitors cannot easily copy
High returns on capitalEarnings reinvested at superior rates
Earnings growthOn the higher end of the investable spectrum
Sound balance sheetDebt managed with discipline
Dominant positionDecades of leadership in concentrated industries
LiquidityListed on the world's largest exchanges

Strategy

Average allocation across our strategy.

Our method is agnostic of geography and company size, so it works in listed and private markets alike while keeping the same bias for quality.

Listed marketsSmall, mid and large companies listed globally
Pre-IPOAllocations at discounted pre-listing valuations
Private marketsCo-investments with institutional partners
Hedging & money marketLiquidity and downside management

Indicative average allocation. Each portfolio is built around the client's own mandate, liquidity needs and risk profile.

Getting started

Three ways to open a managed account.

Choose the structure that fits where your assets sit today. Every route starts with a private consultation and independent onboarding.

48–72hours

Personal IBAN at Okami

Client receives his personal IBAN at Okami’s custodian bank.

7–14days

Your own custody account

An account in your name at one of our custodians, with a management mandate to Okami and preferential custody and execution rates.

Variesby bank

Your existing bank

Keep your assets where they are. Your bank grants Okami a mandate over your current investment account.

Open an account online →

Trading desk

Institutional market access.

Our desk connects to the largest and most secure execution platforms available, covering all developed and select emerging markets.

150+Geographic markets
50,000+Listed securities
50,000+Mutual funds
1M+Derivative contracts
Global equitiesGovernment & corporate bondsEurobondsFutures & optionsSwaps & IRSMutual fundsETFsFX spot & futuresStructured productsCFDs

The Okami relationship

One relationship manager, for as long as you are a client.

We serve a deliberately limited number of clients. You speak to the person who knows your portfolio, your obligations and your family, without rotation or handovers.

Speak to one of our advisers

We serve a select few, to give you our best.

If you are looking for a more disciplined, more transparent and more considered approach to your capital, we would welcome a conversation.

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