H1 2021 Results During the first half of 2021, the Saga Portfolio (“the Portfolio”) increased 7.5% net of fees. This compares to the...

Section was from Saga Partners' H2'20 Investor Letter. Discusses the rise of intangibles in the economy and its impact to business/investing

Disruptive innovation, evolution of the digital economy, asset bubbles, new positions in GoodRx, Roku and Teladoc and selling Dropbox.