Saratoga Investment Management
Management criteria checks 2/4
Saratoga Investment's CEO is Chris Oberbeck, appointed in Jul 2010, has a tenure of 14.5 years. directly owns 6.04% of the company’s shares, worth $20.19M. The average tenure of the management team and the board of directors is 7.9 years and 18 years respectively.
Key information
Chris Oberbeck
Chief executive officer
n/a
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | 14.5yrs |
| CEO ownership | 6.0% |
| Management average tenure | 7.9yrs |
| Board average tenure | 18yrs |
Recent management updates
Recent updates
Saratoga Investment: Improved Portfolio Quality And Attractive Outlook (Rating Upgrade)
Jan 02Saratoga Investment: 12% Yield That Is Not Worth The Risk
Oct 18Saratoga Investment Corp: 12% Yield, 13% Discount
Sep 20Saratoga Investment: The Leverage Remains A Concern
Jul 17Saratoga Investment Corp: The Good, The Bad, The Ugly
Jul 05Saratoga Investment Corp: Solid BDC But Lacks NAV Growth
May 16Saratoga Investment Corp: Collect A 12.4% Yield With This BDC, But Proceed With Caution
Apr 20Saratoga Investment Corp: The Leverage Is Too Excessive For Going Long
Mar 28Saratoga Investment (Down Big): 40+ Big-Yield BDCs Compared
Jan 31Saratoga Investment Corp: 12% Yield, 16% Discount, Buy Rating
Jan 21Saratoga Investment: Big Yield At Significant Discount
Dec 26Saratoga Investment Corp: 12% Yield, Strong Growth, Undervalued, Buy Rating
Oct 13Saratoga Investment: 11% Yield And Dividend Hiked But Leverage Elevated
Sep 29Saratoga Investment: A +10% Yield And Discount To NAV
Aug 02Saratoga Investment Corp: Solid Buy With Quality Capital Structure
Jul 02Saratoga Investment (NYSE:SAR) Is Increasing Its Dividend To $0.70
Jun 01
Saratoga Investment (NYSE:SAR) Will Pay A Larger Dividend Than Last Year At $0.69
Mar 03Saratoga Investment: Lock In A 10% Yield At A Discount
Jan 09Near-Shutdown Of Preferred Stock IPO Market, October 2022
Nov 04Saratoga Investment announces notes offering and rating of BBB+
Oct 19Saratoga Investment prices $400M CLO
Oct 03Saratoga Investment's (NYSE:SAR) Shareholders Will Receive A Bigger Dividend Than Last Year
Sep 01Saratoga Investment raises dividend by 2% to $0.54
Aug 29NAV Discounted Saratoga Investments Has AUM Growth Risk
Aug 23Saratoga Investment Q1 2023 Earnings Preview
Jul 05Saratoga Investment: Rip Through Inflation With This 9% Yield
Jun 20Saratoga: The Time Has Come, Execute Buy Order
Apr 05Saratoga: Well Diversified BDC But Has An Overstretched Payout Ratio
Dec 12Saratoga: 7.1% Yield, 5 Straight Dividend Bumps
Sep 04CEO
Chris Oberbeck (64 yo)
14.5yrs
Tenure
Mr. Christian Long Oberbeck, also known as Chris, is Chairman, Chief Executive Officer and President of Saratoga Investment Corp. from October 16, 2020. He joined the Saratoga Investment Corp. on July 30,...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman | 14.5yrs | no data | 6.04% $ 20.2m | |
| Chief Compliance Officer | 10.8yrs | no data | 0.28% $ 948.3k | |
| Co-Managing Partner & Chief Investment Officer | 11.9yrs | no data | 1.21% $ 4.0m | |
| Senior Vice President | no data | no data | no data | |
| Managing Director | 2.8yrs | no data | no data | |
| Managing Director | 5yrs | no data | no data | |
| Principal | 2.8yrs | no data | no data | |
| MD & Portfolio Manager | no data | no data | 2.55% $ 8.5m | |
| MD & Portfolio Manager | no data | no data | no data | |
| Managing Director & Portfolio Manager | no data | no data | no data | |
| Chief Administrative Officer to CEO | no data | no data | no data | |
| Controller | no data | no data | no data |
7.9yrs
Average Tenure
60yo
Average Age
Experienced Management: SAR's management team is seasoned and experienced (7.9 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman | 14.5yrs | no data | 6.04% $ 20.2m | |
| Chief Compliance Officer | 4.3yrs | no data | 0.28% $ 948.3k | |
| Independent Director | 18yrs | US$96.00k | 0.034% $ 113.1k | |
| Lead Independent Director | 18yrs | US$102.50k | 0.031% $ 103.1k | |
| Independent Director | 18yrs | US$96.00k | 0.66% $ 2.2m |
18.0yrs
Average Tenure
70yo
Average Age
Experienced Board: SAR's board of directors are seasoned and experienced ( 18 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/01/07 22:55 |
| End of Day Share Price | 2025/01/07 00:00 |
| Earnings | 2024/08/31 |
| Annual Earnings | 2024/02/29 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Saratoga Investment Corp. is covered by 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Bryce Rowe | B. Riley Securities, Inc. |
| Bryce Rowe | B. Riley Wealth |
| David Chiaverini | Cantor Fitzgerald & Co. |