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About The Firm

Saga Partners, LLC is an investment advisory firm located in Cleveland, Ohio. It manages a single investment strategy ("The Saga Portfolio") for client through separately managed accounts. 

About The Portfolio

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 by investing in a small number of great businesses run by great managers.

 

Companies are selected based on three main criteria:

  1.  Is the company growing 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?

Opportunities are difficult to find, so if a company meets our criteria, the Portfolio will take fairly concentrated positions in its highest conviction ideas, typically holding ~10 companies. The best way to learn more about the Saga Portfolio investment strategy is to read past investor letters.

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