Saber Capital 2016 Investor Letter

Posted on Posted in Investment Philosophy, Investor Letters, Portfolio Management, Saber Capital Management

I recently wrote my annual investor letter to my clients at Saber Capital Management. I thought I’d share that letter with readers, since I posted it to my firm’s website. If you’re interested, you can view the letter here:

I am also in the process of updating my firm’s website. This page will occasionally be updated with investor letters and other write-ups, notes, and commentary: Saber Capital Letters and Commentary

If you’re interested in receiving future Saber Capital investor letters, you can also get on Saber’s email distribution list using the form on the sidebar of the site. I use this list to send out some of the content that gets sent to my investors at Saber Capital Management, including letters and other occasional notes.

I typically will send one or two emails each quarter to this list, but definitely not more than one per month.

Thanks for reading!

P.S. I will be in Los Angeles this week for the Daily Journal annual meeting with Charlie Munger. I’ll have some notes on this event in the next couple weeks. Feel free to contact me if you plan to attend.


John Huber is the portfolio manager of Saber Capital Management, LLC, an investment firm that manages separate accounts for clients. Saber employs a value investing strategy with a primary goal of patiently compounding capital for the long-term.

John also writes about investing at the blog Base Hit Investing, and can be reached at john@sabercapitalmgt.com.

 

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