A compilation of prior SaratogaRIM writings and publications to illustrate and timestamp the evolution of our company alongside the progression of economic and financial cycles.
Most relevant essays within each report are referenced by their titles below each link. Contents within each section are listed in suggested reading order.
2018 Q4 Materials
20/15 - Two Milestones, One Consistent Approach
Our Next Chapter - One Team: 18 Owners
Deeper into the process
“Always Invert” - Investing for the long haul
The Junk Screen (Block I)
Semper Paratus (Block II)
The Moat Detection Screen - A key contributor to our long-term performance (Block IV)
Capital Allocation - SaratogaRIM Quantitative Screens (Block V)
SaratogaRIM’s Virtual Conglomerate
Checking the “Style” Box
Reasonable expectations & Performance Attributes
Into Thin Air - Evaluating Performance over Market Cycles
The Trouble with Symmetry - The world’s smartest investors know it leads to mediocrity
Letter to Investors
Process, Patience & Sanity - A Rational Approach to Long-Term Investment
Smarter Alpha - ‘Factors’ are only part of the mix
The Pendulum Swings - Practicing the Art of Buying Low and Selling High
Real Time insights from the Financial Crisis
Bernanke Dilemma Revisited
The Other Side of the Looking Glass
Saratoga Research & Investment Management (SaratogaRIM) Reports are published quarterly. Research notes are published as necessary. Original publish dates are located on the upper right hand corner of each report cover. The opinions in the reports and notes are those of SaratogaRIM, and under no circumstances should be considered as a solicitation or relied upon in making investment decisions. All data, information and opinions are subject to change without notice. Reports and notes within this “deeper dive” archive are publicly available for the sake of interest and convenience only. Please see disclosures relevant to each quarter at the end of every report. Past performance does not guarantee future returns.