The Saga Portfolio Portfolio looks for a few high-quality companies selling below intrinsic value. It is a long-only, public equity investment strategy that typically holds 5 - 10 positions.
Companies are selected based on three main criteria:
1. Is the company building a durable competitive advantage?
2. Is management high-caliber and thinks/acts like owners?
3. Does the current price provide an attractive return if the company is owned for 10+ years?