Saga Partners 2Q22 Performance Update

Saga Partners performance update for the second quarter ended June 30, 2022. Q2 2022 hedge fund letters, conferences and more Here is the link to Saga Partners’ Q2’22 Investor Letter (PDF copy).   I apologize that the letter is a few weeks later than usual. Given the drawdown experienced in the Portfolio this year, I thought it would be helpful to wait for all of our companies to report second quarter results to provide any recent commentary on business conditions they are facing. I also wanted to take the time to dive deeper into the Saga Portfolio’s investment philosophy and…