Christian Oberbeck - Saratoga Investment Chairman
| SAR Stock | USD 24.94 0.17 0.68% |
Chairman
Mr. Christian L. Oberbeck is Chairman of the Board, Chief Executive Officer of Saratoga Investment Corporationration Mr. Oberbeck has over 35 years of experience in leveraged finance, from distressed debt to private equity, and was involved in originating, structuring, negotiating, consummating, managing and monitoring investments in these businesses. Mr. Oberbeck is the Managing Member of Saratoga Investment Advisors, LLC, the Companys investment adviser, and the Chairman of the Board and Chief Executive Officer of the Company. Mr. Oberbeck also served as President of the Company until February 2014. Mr. Oberbeck is also the Managing Partner of Saratoga Partners, a middle market private equity investment firm. Prior to assuming full management responsibility for Saratoga Partners in 2008, Mr. Oberbeck had comanaged Saratoga Partners since 1995. Mr. Oberbeck joined Dillon Read and Saratoga Partners from Castle Harlan, Inc., a corporate buyout firm which he had joined at its founding in 1987 and was a Managing Director, leading successful investments in manufacturing and financial services companies. Prior to that, he worked in the Corporationrationrate Development Group of Arthur Young and in corporate finance at Blyth Eastman Paine Webber. Mr. Oberbeck was a director of numerous middle market companies. Mr. Oberbeck graduated from Brown University in 1982 with a BS in Physics and a BA in Mathematics. In 1985, he earned an MBA from Columbia University. Mr. Oberbecks qualifications as a director include his extensive experience in the investment and finance industry, as well as his intimate knowledge of the Companys operations, gained through his service as an executive officer. since 2020.
| Age | 65 |
| Tenure | 5 years |
| Address | 535 Madison Avenue, New York, NY, United States, 10022 |
| Phone | 212-906-7800 |
| Web | https://www.saratogainvestmentcorp.com |
Christian Oberbeck Latest Insider Activity
Tracking and analyzing the buying and selling activities of Christian Oberbeck against Saratoga Investment stock is an integral part of due diligence when investing in Saratoga Investment. Christian Oberbeck insider activity provides valuable insight into whether Saratoga Investment is net buyers or sellers over its current business cycle. Note, Saratoga Investment insiders must abide by specific rules, including filing SEC forms every time they buy or sell Saratoga Investment'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Christian Oberbeck over a year ago Bona fide gift to Christian Oberbeck of 4472 shares of Saratoga Investment subject to Section 16 | ||
Christian Oberbeck over a year ago Acquisition or disposition of Saratoga Investment securities by Christian Oberbeck |
Saratoga Investment Management Efficiency
The company has Return on Asset of 0.0595 % which means that on every $100 spent on assets, it made $0.0595 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0577 %, implying that it generated $0.0577 on every 100 dollars invested. Saratoga Investment's management efficiency ratios could be used to measure how well Saratoga Investment manages its routine affairs as well as how well it operates its assets and liabilities. As of 01/24/2025, Return On Capital Employed is likely to grow to 0.12, while Return On Tangible Assets are likely to drop 0.01. At this time, Saratoga Investment's Total Assets are relatively stable compared to the past year. As of 01/24/2025, Non Current Assets Total is likely to grow to about 1.4 B, though Non Currrent Assets Other are likely to grow to (1 B).Similar Executives
| Found 11 records | CHAIRMAN Age | ||
| Robert Pomeroy | Horizon Technology Finance | 74 | |
| Robert Ladd | Stellus Capital Investment | 69 | |
| James Labe | Triplepoint Venture Growth | 68 | |
| Joshua Easterly | Sixth Street Specialty | 49 | |
| David Gladstone | Gladstone Capital | 83 | |
| Edward Ross | Fidus Investment Corp | 59 | |
| Robert Badavas | Hercules Capital | 67 | |
| JD CPA | Monroe Capital Corp | 66 | |
| Terry Brubaker | Gladstone Capital | 81 | |
| Steven Brown | Trinity Capital | 64 | |
| Arthur Penn | PennantPark Investment | 62 | |
Management Performance
| Return On Equity | 0.0577 | ||||
| Return On Asset | 0.0595 |
Saratoga Investment Corp Leadership Team
Elected by the shareholders, the Saratoga Investment's board of directors comprises two types of representatives: Saratoga Investment inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Saratoga. The board's role is to monitor Saratoga Investment's management team and ensure that shareholders' interests are well served. Saratoga Investment's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Saratoga Investment's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Christian Oberbeck, Chairman of the Board, President, Chief Executive Officer | ||
| Paul West, Managing Director | ||
| Charles IV, Managing Manager | ||
| G Williams, Independent Director | ||
| Michael Grisius, President, Chief Investment Officer, Director and Member of Investment Committee | ||
| Adam Prior, Senior President | ||
| Steven Looney, Independent Director | ||
| Richard CPA, Managing Director | ||
| Henri Steenkamp, CFO, Chief Compliance Officer, Treasurer, Secretary and Member of Investment Committee | ||
| Marissa Andrews, Principal | ||
| Jeannette Hill, Controller | ||
| Cabell Williams, Independent Director | ||
| Charles Whitman, Independent Director | ||
| Christine Monterosso, Chief CEO | ||
| Thomas JD, MD Manager | ||
| John MacMurray, MD Manager |
Saratoga Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Saratoga Investment a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.0577 | ||||
| Return On Asset | 0.0595 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.73 % | ||||
| Current Valuation | 1.08 B | ||||
| Shares Outstanding | 14.35 M | ||||
| Shares Owned By Insiders | 15.51 % | ||||
| Shares Owned By Institutions | 15.90 % | ||||
| Number Of Shares Shorted | 138.89 K | ||||
| Price To Earning | 19.39 X |
Pair Trading with Saratoga Investment
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Saratoga Investment position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Saratoga Investment will appreciate offsetting losses from the drop in the long position's value.Moving together with Saratoga Stock
| 0.68 | BN | Brookfield Corp | PairCorr |
| 0.66 | BX | Blackstone Group Normal Trading | PairCorr |
| 0.67 | CG | Carlyle Group | PairCorr |
Moving against Saratoga Stock
The ability to find closely correlated positions to Saratoga Investment could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Saratoga Investment when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Saratoga Investment - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Saratoga Investment Corp to buy it.
The correlation of Saratoga Investment is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Saratoga Investment moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Saratoga Investment Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Saratoga Investment can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Saratoga Stock Analysis
When running Saratoga Investment's price analysis, check to measure Saratoga Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Saratoga Investment is operating at the current time. Most of Saratoga Investment's value examination focuses on studying past and present price action to predict the probability of Saratoga Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Saratoga Investment's price. Additionally, you may evaluate how the addition of Saratoga Investment to your portfolios can decrease your overall portfolio volatility.