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About Our Firm

Saga Partners, LLC is an investment advisory firm located in Cleveland, Ohio. It was founded by Joe Frankenfield and Michael Nowacki in 2016 and manages a single investment strategy (“The Saga Portfolio”) for clients 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 that thinks and 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.

About The Team

Joe Frankenfield, CFA

Lead Portfolio Manager

Joe graduated from Miami University with a B.S. in Finance and is a CFA charterholder. Prior to founding Saga Partners he worked in equity research at KeyBanc Capital Markets and corporate banking at PNC Bank.

Michael Nowacki

Co-Portfolio Manager

Michael graduated from Ohio State University with a B.A. in Economics and from Ohio University with an M.S. in Finance. Prior to founding Saga Partners, he ran Nowacki Asset Management, an investment advisory firm managing customized accounts.

Richard Chu

Research Analyst

Prior to joining Saga Partners, Richard worked as a technology consultant at EY. Richard graduated with a BComm from Queen's University in Canada.

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