Saga Partners Up 13% In Q3; Interpretation of results and long-term thinking And top holdings – ValueWalk Premium
Saga Partners 3Q18 Commentary

Saga Partners Up 13% In Q3; Interpretation of results and long-term thinking And top holdings

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.

SORRY!

This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.


X
Saved Articles
0