CONVENTIONAL WISDOM? IT'S JUST A PREREQUISITE.
We do not underestimate the importance of conventional wisdom but it's just a prerequisite.
We believe that information set, well-known academic disciplines, and status quo are merely commodities. We try to be ahead of the herd, challenging status quo in an attempt to be an early stage trend-setter or a contrarian.
WE BELIEVE THAT THERE ARE MEANINGFULLY SIZABLE PRICING INEFFICIENCIES TO EXPLOIT IN CLOSED MARKET SPACES OR SPECIAL SITUATIONS.
Attractive investment returns tend to generate in the neglected market spaces as opposed to high profile, well-covered markets that are filled with intense buyer competition. We formulate hypotheses, examine them repeatedly with backward-looking data-driven analysis, and more importantly, with forward-looking beliefs and stress tests. Saratoga is built on the premise through a solid fiduciary duty and forward-looking, value-driven investment philosophy