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Join date: Dec 29, 2019
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Aug 26, 2022 ∙ 47 min
Investor Letter - Q2 2022
Q2 2022 Results: Interpretation of Results, The Search for a Theory of Investing, Portfolio Update
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May 15, 2022 ∙ 27 min
Investor Letter - Q1 2022
Q1 2022 Results During the first quarter of 2022, the Saga Portfolio (“the Portfolio”) declined 42.4% net of fees. This compares to the...
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Feb 4, 2022 ∙ 25 min
Investor Letter - H2 2021
H2 2021 Results; Interpretation of Short-Term Results, How to Think About Volatility, Portfolio Update
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Joe Frankenfield

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