Saratoga Investment Corp (SAR) — Strategic Asset Allocation Index
Saratoga Investment Corp (SAR) has a Strategic Asset Allocation Index of 245.9% as of November 2025. Strategic assets (PP&E of $- plus long-term investments of $1.02 Billion) total $1.02 Billion, measured against net assets of $413.21 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how resilient are Saratoga Investment Corp's assets to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Saratoga Investment Corp Strategic Asset Allocation Index (2014–2025)
This chart shows how Saratoga Investment Corp's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of November 2025, the index stands at 245.9%, representing strategic assets of $1.02 Billion against net assets of $413.21 Million USD. See financial agility of Saratoga Investment Corp to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Saratoga Investment Corp (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Saratoga Investment Corp from 2014 to 2025, covering 12 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see SAR market cap overview.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 249.1% | $978.08 Million | $- | $978.08 Million | $392.67 Million | ▼ -58.5 pp |
| 2024 | 307.6% | $1.14 Billion | $- | $1.14 Billion | $370.22 Million | ▲ +27.3 pp |
| 2023 | 280.3% | $972.59 Million | $- | $972.59 Million | $346.96 Million | ▲ +50.5 pp |
| 2022 | 229.8% | $817.57 Million | $- | $817.57 Million | $355.78 Million | ▲ +47.6 pp |
| 2021 | 182.2% | $554.31 Million | $- | $554.31 Million | $304.19 Million | ▲ +22.6 pp |
| 2020 | 159.6% | $485.63 Million | $- | $485.63 Million | $304.29 Million | ▼ -62.7 pp |
| 2019 | 222.3% | $402.02 Million | $- | $402.02 Million | $180.88 Million | ▼ -16.2 pp |
| 2018 | 238.5% | $342.69 Million | $- | $342.69 Million | $143.69 Million | ▲ +8.6 pp |
| 2017 | 229.9% | $292.66 Million | $- | $292.66 Million | $127.29 Million | ▲ +13.2 pp |
| 2016 | 216.7% | $271.17 Million | $- | $271.17 Million | $125.15 Million | ▲ +34.4 pp |
| 2015 | 182.3% | $223.51 Million | $- | $223.51 Million | $122.60 Million | ▲ +18.1 pp |
| 2014 | 164.2% | $186.28 Million | $- | $186.28 Million | $113.43 Million | — |