Saga Partners 1Q19 Letter – Investment Thesis: Trupanion Inc (TRUP)

Saga Partners leter to investosr for the first quarter ended March 31, 2019, discussing their investment thesis on Trupanion Inc (TRUP). Q1 hedge fund letters, conference, scoops etc Annual Luncheon Our second annual luncheon will be held in August. We will be sending out further details once the date and other details are set. Hope to see you all there! 1Q19 Results During the first quarter of 2019, the Saga Portfolio (“the Portfolio”) increased 33.3% net of fees. This compares to the overall increase, including dividends, for the Russell 2000 and S&P 500 Index of 14.6% and 13.6%, respectively. Since…