Saga Partners Up 40% YTD

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HFA Staff
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Strategy Description The Saga Portfolio is a fundamental, long-only, public equity investment strategy. Its goal is to provide returns above the general market over the long-term. The Portfolio looks for a few high-quality companies selling below intrinsic value. Companies are selected based on three main criteria: 1. Is the company building a durable competitive advantage? 2. Is management high-caliber and thinks/acts like owners? 3. Does the current price provide an attractive return if the company is owned for 10+ years? The Saga Portfolio concentrates in its highest conviction ideas,typically holding 5-10 companies. Operations Strategy Manager: Saga Partners, LLC Structure: Separately...

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