Investment Talk

Investment Talk

Share this post

Investment Talk
Investment Talk
Guest Interview, Joe Frankenfield at Saga Partners
Copy link
Facebook
Email
Notes
More

Guest Interview, Joe Frankenfield at Saga Partners

(Edition Number: 25)

Conor Mac's avatar
Conor Mac
Jul 28, 2021
∙ Paid
5

Share this post

Investment Talk
Investment Talk
Guest Interview, Joe Frankenfield at Saga Partners
Copy link
Facebook
Email
Notes
More
2
Share

Guest Interviews

In today’s edition of the Investment Talk Guest Interview series, we have the co-founder and lead portfolio manager at Saga Partners, Joe Frankenfield.

I first stumbled across Joe, and the Saga team, in early 2020 after reading one of their quarterly letters (see here) and found that their style resonated with my own. I have been an avid reader ever since.

In today’s interview, we cover a broad range of topics including some great insight into the dynamics of launching and operating a fund with respect to everything from the mentality required, the pressures, the importance of investor alignment, and some mistakes made along the way.

We also touch on what it really means to be a ‘long term’ investor, when to approach selling decisions, and concentration, as well as whole lot more.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Occasio Capital
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More