Saga Partners Up 13% In Q3; Interpretation of results and long-term thinking And top holdingsJacob Wolinsky
Saga Partners commentary for the third quarter ended September 30. 2018.
During the third quarter of 2018, the Saga Portfolio (“the Portfolio”) increased 13.1% net of fees. This compares to the overall increase, including dividends, for the Russell 2000 and S&P 500 Index of 3.6% and 7.7%, respectively. Since inception on January 1, 2017, the Saga Portfolio returned 47.6% net of fees, compared to the Russell 2000 Index and the S&P 500 of 27.8% and 34.7%, respectively.