Saga Partners 4Q19 Commentary

Jacob Wolinsky

Published onFebruary 20, 2020

Updated on February 20, 2020

Saga Partners letter to investors for the fourth quarter ended December 31, 2019.

Table of Contents

Q4 2019 hedge fund letters, conferences and more

During the fourth quarter of 2019, the Saga Portfolio (“the Portfolio”) increased 23.9% gross of fees. This compares to the overall increase, including dividends, for the S&P Smallcap 600 Index and S&P 500 Index of 8.2% and 9.1%, respectively.

The cumulative return since inception on January 1, 2017 for the Saga Portfolio is 96.2% gross of fees compared to the S&P Smallcap 600 Index and S&P 500 Index of 27.2% and 53.2%, respectively. The annualized return since inception for the Saga Portfolio is 25.2% gross of fees compared to the S&P Smallcap 600 and S&P 500’s respective 8.4% and...

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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 4Q19 Commentary

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