Paul West - Saratoga Investment Managing Director

SAR Stock  USD 24.21  0.01  0.04%   

Managing Director

Paul West is Managing Director of Saratoga Investment Corp
Address 535 Madison Avenue, New York, NY, United States, 10022
Phone212-906-7800
Webhttps://www.saratogainvestmentcorp.com

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 01/08/2025, 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 01/08/2025, 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).
Saratoga Investment Corp has 803.67 M in debt with debt to equity (D/E) ratio of 1.84, which is OK given its current industry classification. Saratoga Investment Corp has a current ratio of 0.45, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Saratoga to invest in growth at high rates of return.

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Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. Saratoga Investment Corp. is based in New York, New York with an additional office in Florham Park, New Jersey. Saratoga Investment operates under Asset Management classification in the United States and is traded on New York Stock Exchange. Saratoga Investment Corp (SAR) is traded on New York Stock Exchange in USA. It is located in 535 Madison Avenue, New York, NY, United States, 10022 and employs 16 people. Saratoga Investment is listed under Asset Management & Custody Banks category by Fama And French industry classification.

Management Performance

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.

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

  0.73V Visa Class APairCorr
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Moving against Saratoga Stock

  0.54NNI Nelnet IncPairCorr
  0.45PWUPW PowerUp Acquisition CorpPairCorr
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.
Pair CorrelationCorrelation Matching

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.