The Portfolio seeks long-term growth of capital.

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Saratoga Institutional Manager: Loomis, Sayles & Co., L.P. and Oak Associates, ltd

The Saratoga Technology and Communications Portfolio is co-managed by Loomis, Sayles & Co., L.P. and Oak Associates, ltd. Loomis Sayles was founded in 1926 and has served the investment needs of institutional, high net worth and mutual fund clients for more than 80 years. Loomis Sayles’ sole business is asset management. Founded in 1985, Oak Associates is an independent equity investment manager managing assets for national endowments, public and private pension plans, foundations, and private clients.


Fund Advantages:

Fund management is "style consistent" so the fund can be used effectively in asset allocation strategies.
The fund seeks to invest in companies with quality management, competitive advantages, and strong fundamentals for potential long-term success.

The fund provides investors with access to Loomis, Sayles & Co., L.P. and Oak Associates, ltd., the fund’s professional, institutional money managers. 


Representative Clients
CVS Corporation
Scana Corporation
New York Foundation

National Elevator Industry
Steelworkers Pension Trust
Saint-Gobain Corporation

The inclusion of representative client names, although approved by the clients, does not constitute a recommendation of the managers' services. Saratoga Capital Management has selected specific representative clients from the managers' client lists based on their universal name recognition; not all accounts are managed according to the investment styles of the Portfolios.


Investors should carefully consider the investment objectives, risks, charges and expenses of the Saratoga Funds. This and other information about the Saratoga Funds is contained in the prospectus, which can be obtained by clicking here or calling (800) 807-FUND and should be read carefully before investing. The Saratoga Advantage Trust’s Funds are distributed by Northern Lights Distributors, LLC. 1/13 © Saratoga Capital Management, LLC; All Rights Reserved.  Saratoga Capital Management, LLC is not affiliated with Northern Lights Distributors, LLC.

© 2014 Saratoga Capital Management, LLC • 1616 N. Litchfield Road, Suite 165, Goodyear, AZ 85395-1279 • (800) 807-FUND (807-3863)