SARATOGA RESEARCH & Overview

Saratoga Research & Investment Management is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 13 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 72% of the manager's regulatory AUM.

SARATOGA RESEARCH & StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SARATOGA RESEARCH & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 6.58% Tech -2.29% 0.02% 0 42%
MSFT 6.12% Tech 3.56% 0.38% 0 36%
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FEATURED IN
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Pensions & Investments logo
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SARATOGA RESEARCH & Founders and Key Employees

Name Title In Position Since
Kevin P. Tanner President/Cfo April-1995
Aileen K. Braga Chief Compliance Officer March-2010

SARATOGA RESEARCH & Brokers, Custodians, Auditors and Administrators

Type Company

SARATOGA RESEARCH & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Equity Investment Process Summary

The SaratogaRIM investment process has four levels: Quantitative Screening
o Five blocks of screens
• Each designed to filter for a specific characteristic

Qualitative Analysis

o Understand the business model
o Eliminate pure commodity businesses
o Evaluate sustainable competitive advantages










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Valuation Analysis

o Discounted Cash Flow Analysis
• Derive conservative estimate of intrinsic value
• Establish maximum purchase price with adequate margin of safety
o Cross-check with risk adjusted returns analysis Both Models are used to establish purchase prices. Portfolio Construction
o Approximately 25 to 45 positions

SaratogaRIM seeks to protect against permanent loss of capital through multiple levels of analysis from the perspective of a...
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SARATOGA RESEARCH & Portfolio Concentration

SARATOGA RESEARCH & Location

14471 BIG BASIN WAY, SUITE E
SARATOGA, California
UNITED STATES, 95070

SARATOGA RESEARCH & Contact Information

Phone Number: (408) 741-2330
Fax Number: (408) 741-1032
Website:

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