- Saga Partners is a fundamental, long-only, public equity portfolio with the goal to provide returns above the general market over the long term.
- The Portfolio has a long-term investing philosophy, seeking high-quality companies selling below intrinsic value.
- During H2'21, the Saga Portfolio decreased 17.1% net of fees. This compares to the overall increase of the S&P 500 of 11.7%.
- Since inception (1/1/2017), the Saga Portfolio has provided a 29.8% annualized net return compared to the S&P 500's 18.5%.
For further details see:
Saga Partners H2 2021 Investor Letter