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After Brutal 2022, Saga Partners Rebounds; Up Nearly 100% In 2024 After 200% Gain Last Year

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HFA Staff
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Saga Partners Net Growth of $1,000 Since Inception

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:

  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...

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