Wealth & Finance International - Wealth & Money Management Awards 2016

www.wealthandfinance-intl.com 51 Saratoga Research & Investment Management Best Large Cap Investment Firm - California SaratogaRIM Research & Investment is a conservative long term focused equity manger. Mark McClenahan talks us through the firm’s investment offering. Company: Saratoga Research & Investment Management Name: Mark McClenahan Email: [email protected] Web Address: www.saratogarim.com Address: 14471 Big Basin Way, Suite E, Saratoga, CA 95070 Telephone: 408-913-7187 Saratoga, founded in 1995, is a SEC Registered Investment Advisor specializing in constructing and managing equity portfolios comprised of high caliber businesses utilizing common sense investment princi- ples for individual and institutional investors. Mark talks us through the firm’s investment process and how this is specifically aimed towards to supporting investors. “We offer two versions of our core equity investment approach: Sara- togaRIM Large Cap Quality and SaratogaRIM Large Cap Quality Focus. Quality was established on Feb. 29, 2000, and over its first 16 years has generated a gross cumulative return of 313.80 percent versus the S&P 500’s 110.68 percent, and has done so with significantly less volatility of returns. In other words, despite the dotcom bust and 2008 global market crash, SaratogaRIM’s Large Cap Quality Composite earned gross compound annual returns of 9.08 percent, with low downside capture during each of those crises. Large Cap Quality Focus was established September 1, 2014. Since that time, its gross performance has beaten the S&P 500 by 8.04 percent, and achieved 8.94 percent annualized gross performance. Like Quality, Focus’ outperformance also comes with much less volatility. And while past performance does not guarantee future returns, we do believe that over time relative performance is a re- flection of the quality of the underlying investment process and of those responsible for executing it. “Ultimately, the goal of our investment process is simple: We seek to in- vest in businesses with healthy balance sheets and sustainable compet- itive advantages that are likely to experience significant earnings growth for many years into the future. Yet we only invest when share prices are far enough below what we believe to be conservative estimates of intrin- sic value. Our process also allows us to recognize opportunities to take profits when prices are frothy relative to underlying value.” Overall Saratoga has been built with an eye firmly on the future, as Mark outlines in his concluding comments. “Twenty years from now SaratogaRIM’s younger generation will be the same age as our more senior teammates are today. Our work environ- ment, culture and chemistry foster continuity over time. As we learn and grow together through continuous execution of our investment process we expect to get better and better over time. We are confident that SaratogaRIM is well positioned to serve our clients and prosper long into the future.” WM16013