Saga Partners Q2 2019 Investor Letter

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Includes: FB, LIMAF, TRUP, TTD, UA
by: Saga Partners
Summary

Saga Partners is a fundamental, long-only, public equity portfolio with the goal to provide returns above the general market over the long-term.

The Portfolio has a long-term investing philosophy, seeking high-quality companies, growing intrinsic value at attractive prices.

During 2Q19, the Saga Portfolio increased 11.3% net of fees. This compares to the overall increase, including dividends, for the Russell 2000 and S&P 500 Index of 2.1% and 4.3%,respectively.

Disclosure: I am/we are long TTD, LIMAF, FB, TRUP, UA. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.