Below are some links to recent premium articles that can help answer specific questions about CLO managers and their performance.
If you are interested in comparing the investment performance of smaller or newer CLO managers with established players in the market, we recommend checking out these articles.
EU CLOs:
Crunching the Numbers: Scoring EU CLO Managers Based on 2021 Deal Performance
Underlying Issuer Positioning of Top Performing EU CLO Managers Based on 2021 Deals
Industry Positioning of Top Performing EU CLO Managers Based on 2021 Deals
Digging Deeper: A Look into EU CLO Managers with Assets Below the 80 and 70 Price Buckets
US CLOs:
Navigating the CLO Landscape: Scoring US Managers Based on 2021 Deal Performance
For those looking to identify seasoned CLO managers who have consistently performed well during the pandemic and macro instability, these articles offer valuable insights:
EU CLOs:
(Featured) EU CLO Manager Scoring Based on Total Return (MV+Interest) Alpha
(Featured) EU CLO Manager Scoring Based on MV Return Alpha
US CLOs:
US CLO Manager Scoring Based on Total (MV+Interest) Return Alpha
US CLO Manager Scoring Based on MV Return Alpha
For those seeking to identify seasoned CLO managers with the style and performance track record that is best suited for different parts of the capital stack, individual manager reports are very useful as they provide valuable insights into a manager’s alpha investment performance attribution over time.
Disclaimers
The information, research, data, research-related opinions, observations, and estimates contained in this document have been compiled or arrived at by CLO Research Group, based upon sources believed to be reliable and accurate, and in good faith, but in each case without further investigation. None of CLO Research Group or its service providers; authorised personnel, or their directors make any expressed or implied presentation or warranty, nor do any of such persons accept any responsibility or liability as to the accuracy, timeliness, completeness, or correctness of such sources and the information, research, data, research related opinions, observations and estimates contained in this document. All information, research, data, research-related opinions, observations, and estimates in this document are in draft form as of the date of this document and remain subject to change and amendment without notice. Neither CLO Research Group nor any of their third-party providers shall be subject to any damages or liability for any errors, omissions, incompleteness, or incorrectness of this document. This article is not and should not be construed as an offer, or a solicitation of an offer, to buy or sell securities and shall not be relied upon as a promise or representation regarding the historical or current position or performance of any of the deals or issues mentioned in it.
