TKO-II

Tokoro Capital LLP is the investment advisor to the general partner of TKO-I LP. TKO-II LP unlike TKO-I LP focussed on value-add and opportunistic strategies.

We only deploy in a thematic style, that is research led, identifying secular changes before the breeze becomes a tailwind.  Each of our strategies could be described as aggregation or platforms.  When considering the mix of strategies we actively consider portfolio construction both at the platform level and the fund to embed resilience through the cycle.

Logistics

Strategy: Aggregation of Logistics units or Multi-Let Industrial estates which either carry last mile characteristics today or in the future.

Lot-size: 10-20 million (E or £)

Locations: Identified cities with supply and demand imbalances across the UK and France.

Structured Credit

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Beds

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