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Stock impact report

Saga Partners H2 2023 Investor Letter [Seeking Alpha]

Under Armour, Inc. Class C (UA) 
Last under armour, inc. class c earnings: 2/11 06:55 am Check Earnings Report
US:NYSE Investor Relations: investor.underarmour.com/investors.cfm
Company Research Source: Seeking Alpha
The Saga Portfolio maintains a concentrated portfolio of seven or eight stocks, focusing on long-term investment opportunities rather than short-term market fluctuations. H2 2023 Results During the second half of 2023, the Saga Portfolio ("the Portfolio") increased 40.2% net of fees. This compares to the overall increase for the S&P 500 Index, including dividends, of 8.0%. For the full year 2023, the Portfolio increased 204.6% net of fees compared to the S&P 500's 26.3%. The cumulative return since inception on January 1, 2017, for the Saga Portfolio is 69.3% net of fees compared to the S&P 500 Index of 141.4%. The annualized return since inception for the Saga Portfolio is 7.8% net of fees compared to the S&P 500's 13.4%. Please check your individual statement as specific account returns may vary depending on the timing of any contributions throughout the period. Interpretation of Results Despite the share prices of our companies increasing from their 2022 year-end lows, r Show less Read more
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