Investor Letter - H2 2023
H2 2023 Results, Portfolio Update, Carvana, Redfin, and Roku Discussion
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Investor Letter - H1 2023
H1 2023 Results During the first half of 2023, the Saga Portfolio (“the Portfolio”) increased 117.3% net of fees. This compares to the...
Investor Letter - Q2 2022
Q2 2022 Results: Interpretation of Results, The Search for a Theory of Investing, Portfolio Update
Investor Letter - Q1 2022
Q1 2022 Results During the first quarter of 2022, the Saga Portfolio (“the Portfolio”) declined 42.4% net of fees. This compares to the...
Investor Letter - H2 2021
H2 2021 Results; Interpretation of Short-Term Results, How to Think About Volatility, Portfolio Update
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