Risk factors

Saratoga Investment (SAR) risk factors

Item 1A of every Saratoga Investment Corp. 10-K on file, and what changed from one year to the next.

  • FY2026 10-K risk factors

    83 risks, 6 new, 2 dropped, 17 reworded since the prior year. Interest-rate disclosure reflects three 0.25% Fed cuts, a 3.50%-3.75% benchmark range, possible further cuts, and recession risk.

    Filed May 05, 2026
  • FY2025 10-K risk factors

    79 risks. Saratoga Investment Corp. faces primary risks centered around leverage, interest rate fluctuations, valuation uncertainties of non-traded assets, and potential conflicts of interest with its investment adviser.

    Filed May 07, 2025