Idea Brunch with Joe Frankenfield of Saga Partners

Joe Frankenfield shares his approach to tech valuation, research process, and his favorite idea

Welcome to Sunday’s Idea Brunch, a weekly interview with underfollowed investors and emerging managers. We are very excited to interview Joe Frankenfield!

Joe is currently the lead portfolio manager of Saga Partners, a long-only investment fund he launched at the beginning of 2017. Since inception, the Saga Portfolio has provided a 34% annualized return net of all fees, compared to 16% for the S&P 500.

Joe, on The Acquirers Podcast you mentioned that you always knew you wanted to launch a fund and “wanted to manage other people’s money the way I managed my own.” What did you mean by that and how has your experience launching a fund been so far?

First of all, thank you so much for having me! I am honored to be a part of Sunday’s Idea Brunch.

So, there are many different ways to go about trying to solve the problem of how to invest one’s savings. Each person has to invest in a way that makes sense for their personal goals and suitability. I have always approached that problem from a first-p…