About The Saga Portfolio

The Saga Portfolio was launched in 2017 and Joe Frankenfield became the sole portfolio manager at the beginning of 2019. It is a fundamental, long-only, public equity investment strategy with the goal to provide returns above the general market over the long-term.

​​

Investments are selected based on three main criteria:

1) A company that is building a durable competitive advantage,

2) Management that thinks and acts like long-term owners,

3) An attractive return from current prices if shares of the company were owned for 10+ years.

​​​

The Portfolio concentrates in its best ideas, typically holding 5-10 companies. The best way to learn more about the Saga Portfolio investment strategy is to read past investor letters.