Saga Partners 2Q22 Performance Update

Jacob Wolinsky

Published onAugust 26, 2022

Saga Partners performance update for the second quarter ended June 30, 2022.

Q2 2022 hedge fund letters, conferences and more

Here is the link to Saga Partners' Q2'22 Investor Letter (PDF copy).

I apologize that the letter is a few weeks later than usual. Given the drawdown experienced in the Portfolio this year, I thought it would be helpful to wait for all of our companies to report second quarter results to provide any recent commentary on business conditions they are facing. I also wanted to take the time to dive deeper into the Saga Portfolio's investment philosophy and then explain each one of our...

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article

Already a member? Log in here

Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

Saga Partners 2Q22 Performance Update

Login required to continue reading.

Get Your Business News