CLO Research Coverage: Individual Manager Investment Performance Report
At CLO Research, we provide genuinely independent first-hand CLO research content that is highly relevant to the investing community. We can save you precious time and resources in assessing CLO managers through manager scoring based on relative return performance rather than deal metrics.
Please see below the latest list of individual investment performance reports of seasoned US and EU CLO managers that are available to premium subscribers. These reports provide valuable market intelligence – know your competition.
CLO investors can gain fresh insights into their managers’ actual investment return performance (and performance attribution) relative to the loan market, as well as monitor their return performance and style drift over time (1Q 20 – 3Q 22).
| US | EU | |
| Accunia Credit Management | ✔️ | |
| Aegon USA Investment Management | ✔️ | |
| Alcentra | ✔️ | ✔️ |
| Anchorage Capital Group | ✔️ | ✔️ |
| Angelo, Gordon & Co | ✔️ | |
| Ares Management | ✔️ | ✔️ |
| ArrowMark Colorado Holdings | ✔️ | |
| Assured Investment Management | ✔️ | |
| Bain Capital Credit | ✔️ | ✔️ |
| Ballyrock Investment Advisors | ✔️ | |
| Bardin Hill Investment Partners | ✔️ | |
| Barings | ✔️ | ✔️ |
| Blackrock Financial Management | ✔️ | ✔️ |
| Blackstone | ✔️ | ✔️ |
| Brigade Capital Management | ✔️ | ✔️ |
| Cairn Capital | ✔️ | |
| Canyon Capital Advisors | ✔️ | |
| Carlyle Group | ✔️ | ✔️ |
| CIFC Asset Management | ✔️ | |
| Chenavari | ✔️ | |
| CSAM | ✔️ | ✔️ |
| CVC Credit Partners | ✔️ | ✔️ |
| First Eagle Private Credit | ✔️ | |
| Five Arrows Managers | ✔️ | |
| Generate Advisors | ✔️ | |
| Goldentree Asset Management | ✔️ | ✔️ |
| Golub Capital | ✔️ | |
| Hayfin Capital Management | ✔️ | |
| HPS Investment Partners | ✔️ | ✔️ |
| ICG Debt Advisors | ✔️ | ✔️ |
| Invesco | ✔️ | ✔️ |
| Investcorp Credit Management | ✔️ | ✔️ |
| Irradiant | ✔️ | |
| King Street Capital Management | ✔️ | |
| KKR Financial Advisors | ✔️ | ✔️ |
| LCM Asset Management | ✔️ | |
| Man Group | ✔️ | |
| Marathon Asset Management | ✔️ | |
| Marble Point | ✔️ | |
| MJX Asset Management | ✔️ | |
| Napier Park Global Capital | ✔️ | |
| Neuberger Berman | ✔️ | |
| New York Life Investment Management | ✔️ | |
| Oak Hill Advisors | ✔️ | |
| Octagon Credit Investors | ✔️ | |
| Onex Credit Partners | ✔️ | |
| Partners Group | ✔️ | |
| PGIM | ✔️ | ✔️ |
| PineBridge Investments | ||
| Sculptor Loan Management | ✔️ | |
| Sixth Street | ✔️ | |
| Spire Partners | ✔️ | |
| Sound Point Capital Management | ✔️ | ✔️ |
| Tikehau Capital | ✔️ | |
| Voya Alternative Asset Management | ✔️ | |
| Wellfleet Credit Partners | ✔️ |
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.
