Saber Capital 2017 Investor Letter

Saber Capital recently published its 2017 investor letter discussing the investment firm’s performance during the last year – you can download a copy of the letter below. The firm reported gaining 30.7% (or 25.3% net of all fees) for 2017, while the S&P 500 moved up 21.8% over the same period.

Saber Capital’s three biggest drivers of the performance were Apple, Verisign, and Tencent. These stocks gained 46%, 50%, and 114% in 2017, respectively – and these stocks collectively represented...