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Investor Resources

Perspective on the markets, sectors, and investment strategies that shape our work at Saratoga Partners.

Our insights are grounded in real-world experience and informed by the conversations we have daily with business leaders, investors, and advisors. Through this lens, we aim to offer clarity on emerging trends, evolving risks, and the strategic considerations that matter most.

In the Media

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Chris Oberbeck on Private Credit Markets

Why Good Management Matters: Saratoga BDC Sustains Solid Performance, Surmounts Discreet Credit Stress

Saratoga’s Oberbeck on the state of private credit ahead of interest rate cuts

Saratoga CEO Chris Oberbeck on ‘The Claman Countdown’

Resources & Knowledge

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What Is Income Investing? Overview, Strategies & Benefits

As you consider your financial future, explore how income investing can play a pivotal role in achieving your goals. Start evaluating your options today, and take the first step towards building a portfolio that provides reliable income and peace of mind.

Is Dividend Investing Worth It? The Complete Guide

Dividend investing, a strategy often favored by both novice and seasoned investors, revolves around building a portfolio that creates steady income streams through regular dividend payments.

BDCs vs. REITs: Which One Is The Right Choice For You?

Here, we will compare and contrast REITs vs BDCs to help you determine which investment option addresses your financial goals and risk tolerance.

Research & Perspectives

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Q&A with CEO of Easy Ice, Martin Hangen: Financing with a BDC

Q&A with Tom Cunningham & Carter Hertzberg: Working with a BDC

Q&A with Christian L. Oberbeck: BDCs – What to Look For

Q&A with Christian L. Oberbeck: BDCs as investment vehicles

Working with a BDC: the CFO Perspective

Part 1- BDC: The CFO and the capital raising process: Henri Steenkamp, CFO of Saratoga Investment

Part 2 - Working with a BDC. What CFOs need to know: Henri Steenkamp, CFO of Saratoga Investment

Part 3 - The Relationship Between a BDC and Portfolio Company: Henri Steenkamp, CFO of Saratoga Investment

Specific Offerings

Broadly Syndicated Loans

Healthcare Lending

Technology Financing

SaaS Financing
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Investor Resources

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