Saga Partners

Saga Partners is a registered investment advisor that manages a value-oriented, long-only, investment strategy. 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. Saga has a long-term horizon when investing, looking for high-quality, undiscovered or misunderstood "compounder" companies. Companies are selected based on four main criteria: 1. Will the company be thriving in 10+ years? 2. Is the company building a durable competitive advantage? 3. Is management high caliber and aligned with shareholders? 4. Does the current price provide an attractive return if the company is owned for 10+ years? Good opportunities are difficult to find, so if a company meets all four criteria, the Portfolio will take fairly concentrated positions in its highest conviction ideas, typically holding between 10 - 15 companies.

网站

https://www.sagapartners.com

Saga Partners的外部链接

所属行业

金融服务

规模

2-10 人

总部

Independence，Ohio

类型

私人持股

创立

2016