- What are the top holdings of SAR?
- Saratoga Investment Corp. holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does SAR have?
- SAR holds — positions as reported by the fund's most recent disclosure.
- What sectors does SAR invest in?
- Saratoga Investment Corp. (SAR) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SAR most exposed to?
- SAR's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SAR a US-only fund?
- The country allocation card on this page shows SAR's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does SAR invest in?
- 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. The fund structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The fund prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. The fund seeks to invest in the United States. The fund primarily invests between $60 million and $75 million in companies having EBITDA of $2 million or greater and revenues between $10 million and $150 million. It targets annual revenues between $8 and $250 million. The fund prefers to take a majority stake. The fund invests through direct lending as well as participation in loan syndicates.
