Saratoga Investment

-7.19%

Saratoga Investment Corp. is a publicly-traded business development company (BDC) that specializes in providing financing and making equity investments in middle-market companies. It was founded in 2007 and is headquartered in New York City. The company primarily invests in companies in the technology, healthcare, manufacturing, and business services industries, among others.
Saratoga Investment Corp. has a team of experienced investment professionals who provide strategic and financial expertise to facilitate growth and profitability for their portfolio companies. The company’s investment strategy focuses on finding opportunities with attractive risk-adjusted returns and potential for long-term growth.
The company’s portfolio consists of a diverse mix of both debt and equity investments. They offer flexible financing solutions including senior, unitranche, and mezzanine debt, as well as direct equity investments. Their investments typically range from $5 million to $20 million and target companies with annual revenue between $10 million and $150 million.
Saratoga Investment Corp. is externally managed by Saratoga Investment Advisors, LLC, a registered investment adviser. They have a strong track record of delivering consistent returns to their shareholders, with a focus on generating current income and long-term capital appreciation.
In addition to their investment activities, Saratoga Investment Corp. is committed to responsible and sustainable business practices. They have a strong governance structure and adhere to strict regulatory compliance and risk management standards.
Overall, Saratoga Investment Corp. offers investors the opportunity to access the middle-market investment space with a well-established and experienced BDC.

1. Focus on Middle Market Investing: Saratoga Investment Corp focuses on investing in mid-sized companies with strong growth potential and attractive risk-adjusted returns. This strategy allows the company to generate stable and consistent cash flows, leading to a long track record of successful investments.
2. Experienced Team: The company’s management team has a combined experience of over 100 years in middle market investing, providing them with the expertise and knowledge to make well-informed investment decisions. This also gives them access to a broad network of industry contacts and resources.
3. Niche Asset Classes: Saratoga Investment Corp specializes in niche asset classes such as leveraged loans, mezzanine debt, and high-yield bonds. This gives the company a competitive advantage in the market, as these asset classes typically have higher yields and less competition compared to larger companies.
4. Flexible Investment Structure: The company’s investment structure is flexible, allowing them to provide customized financing solutions to meet the specific needs of their portfolio companies. This approach also enables them to adapt to changing market conditions and create value for their shareholders.
5. Strong Track Record: Saratoga Investment Corp has a long track record of successfully identifying and investing in high-growth potential companies. This has led to consistent returns for shareholders and established the company as a reputable and reliable investment option.
6. Risk Management: The company has a disciplined risk management approach, which includes thorough due diligence, monitoring of investments, and proactive portfolio management. This helps minimize potential risks and preserve the company’s capital.
7. High-Quality Portfolio Companies: Saratoga Investment Corp has a diverse portfolio of high-quality companies spanning various industries. This mitigates concentration risk and reduces the impact of economic downturns on the overall performance of the company.
8. Consistent Dividend Payout: The company has a consistent track record of paying regular dividends to shareholders, making it an attractive option for income-oriented investors.
9. Strong Balance Sheet: Saratoga Investment Corp has a strong balance sheet with low leverage and a conservative capital structure, providing stability during market fluctuations and the ability to make opportunistic investments.
10. Commitment to ESG: The company is committed to environmental, social, and governance (ESG) principles and integrates them into its investment decisions and portfolio management. This not only helps to create positive societal impact but also enhances the long-term sustainability of its investments.

The Saratoga Investment company is a business development company that invests in middle-market companies in the United States. Their business model is to provide debt and equity financing to these companies, which helps them grow and expand. In return, the Saratoga Investment company earns interest and equity returns on their investments. They also aim to provide support and guidance to their portfolio companies and help them achieve their goals. Additionally, the company may also generate income from management and incentive fees charged to their investors. Overall, the Saratoga Investment company’s business model is focused on investing in profitable businesses and generating returns for their shareholders.

1. Saratoga Investment Corp is a business development company (BDC) that specializes in providing financing to middle-market companies.
2. The company was founded in 1997 and is based in New York City.
3. Saratoga Investment Corp is listed on the New York Stock Exchange under the ticker symbol SAR.
4. The company’s portfolio consists of investments in a diverse range of industries, including healthcare, technology, business services, and consumer products.
5. Saratoga Investment is a self-managed investment company, meaning it makes all investment decisions internally without the use of an external investment manager.
6. The company’s investment strategy is focused on making both debt and equity investments in middle-market companies with strong growth potential.
7. As of 2021, Saratoga Investment has over $1.2 billion in assets under management.
8. The company has a long-term partnership with an affiliate of the global private equity firm, AEA Investors, providing them with access to a broad network of resources and industry expertise.
9. Saratoga Investment has a record of providing long-term capital and support to its portfolio companies, with an average holding period of five years.
10. In addition to its investment activities, the company also offers advisory services to its portfolio companies, including strategic planning, financial analysis, and operational support.
11. In 2020, Saratoga Investment was named as one of the Top 50 Best Places to Work in New York City by Crain’s New York Business.
12. The company has a strong track record of delivering consistent returns to its shareholders, with an annualized return of 14% since its IPO in 2010.
13. Saratoga Investment is committed to responsible investing practices and has implemented environmental, social, and governance (ESG) criteria in its investment decision-making process.
14. The company is actively involved in giving back to the community through its Saratoga Cares program, which supports various charitable organizations and initiatives.
15. Saratoga Investment has a diverse and experienced leadership team, with a combined experience of over 100 years in the private equity and finance industry.
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