“Our ideas are so simple that people keep asking us for mysteries when all we have are the most elementary ideas.” – Charlie Munger EU CLO Managers’ Track Record – 2014 Vintage Observations: 33 deals closed in 2014 EU CLO 2014 vintage dealsAlpha (Total annualised)Total Annualised Return – collateral pool (5 Aug)Running WACC (incl. mgmt fee)Running…
