Saga Partners’ Q4 2021 Investor Letter

Saga Partners, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be seen here. During the second half of 2021, the Saga Portfolio (“the Portfolio”) decreased 17.1% net of fees. This compares to the overall increase for the S&P 500 Index, including dividends, of 11.7%. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.