CONVENTIONAL WISDOM? IT'S JUST A PREREQUISITE.
We do not underestimate the importance of conventional wisdom... it's just a prerequisite. However, these 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.
CLOSED MARKETS AND SPECIAL SITUATIONS PRESENT SIGNIFICANT PRICING INEFFICIENCIES TO EXPLOIT
Attractive investment returns tend to generate in the overlooked market spaces, rather than in high profile, well-covered markets with intense buyer competition. We formulate hypotheses and rigorously test them with both historical data analysis and forward-looking beliefs and stress tests. Saratoga is firmly rooted in a commitment to our fiduciary duty and a forward-thinking, value-driven investment philosophy.