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...
