Freemium

“Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1” – Warren Buffett CLO Equity NAV is...

"A great business at a fair price is superior to a fair business at a great price." Charlie Munger Stock...

“Take one simple idea and take it seriously.” Charlie Munger Latest Count: As of the CLO trustee reports updated by...

“When the facts change, I change my mind.” ― John Maynard Keynes Analysis: US CLO 2018 Equity - Improving But Still...

“Success is not final, failure is not fatal: it is the courage to continue that counts.” Winston Churchill Total post-2012...

"Success is not final, failure is not fatal: it is the courage to continue that counts." – Winston Churchill Latest...

"Success is not final, failure is not fatal: it is the courage to continue that counts." – Winston Churchill Latest...

"I like things to happen, and if they don’t happen I like to make them happen." – Winston Churchill Three...

"The noble person is modest in his or her speech, but exceeds in his or her actions." – Confucius The...

"Knowing what you don't know is more useful than being brilliant." – Charlie Munger Whenever it comes to the due diligence...

CLO arbitrage refers typically to the excess spread (say 200bp) of a portfolio of loans generated to the weighted average...

7th May – Performance Attribution For US CLO Managers It is in a crisis that CLO managers show their mettle....

"Many of life's failures are people who did not realize how close they were to success when they gave up."...