Saga Partners is a registered investment advisor that manages a value-oriented, long-only, investment strategy.
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. Saga has a long-term horizon when investing, looking for high-quality, undiscovered or misunderstood "compounder" companies.
Companies are selected based on four main criteria:
1. Will the company be thriving in 10+ years?
2. Is the company building a durable competitive advantage?
3. Is management high caliber and aligned with shareholders?
4. Does the current price provide an attractive return if the company is owned for 10+ years?
Good opportunities are difficult to find, so if a company meets all four criteria, the Portfolio will take fairly concentrated positions in its highest conviction ideas, typically holding between 10 - 15 companies.
Company Details
- Employees
- 2
- Founded
- 2016
- Address
- 5005 Rockside Rd, Independence,ohio 44131,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sagapartners.com
- Keywords
- Independence.
- HQ
- Independence, Ohio
Saga Partners Questions
Saga Partners's website is sagapartners.com
Saga Partners's LinkedIn profile is https://www.linkedin.com/company/saga-partners
Saga Partners has
2 employees.
View email and phone details for 2
employees at Saga Partners.
Saga Partners's industry is
Financial Services
Saga Partners's top competitors are
Ronan & Company,
Public Comps,
Wgi Group,
Kayak Capital Management,
Shawspring Partners,
Luca Capital,
Alphafusion,
Sharno Group,
Vision Capital Corporation,
Independent Planning Group.
Saga Partners's categories are Financial Services
Saga Partners's founding year is 2016
