Saga Partners' factsheet for the third quarter ended September 30, 2024.
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:
- Is the company building a durable competitive advantage?
- Is management high-caliber and thinks/acts like owners?
- Does the current price provide an attractive return if the company is owned for 10+ years?
The Saga Portfolio concentrates in its highest...