Saga Partners’ Q2 2021 Investor Letter

Saga Partners, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. A net return of 7.5% was recorded by the fund for the Q2 of 2021, compared to the overall increase for the S&P 500 Index, including dividends, of 15.3%. You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.