Rankings of US CLO Managers by CLO Equity IRR Performance
Among the top performers are Oak Hill Advisors, UBS AM, and Palmer Square Capital Management.
Among the top performers are Oak Hill Advisors, UBS AM, and Palmer Square Capital Management.
EU CLO equity has outperformed US CLO equity, based on BWIC colour from a sample of approximately 446 equity tranches traded since July 2024 (source: SCI). This trend is also consistent with findings from 2.0 CLO deals that have been fully liquidated to date, according to CLO Research.
US CLO Manager Report: CSAM
This analysis examines a sample of 966 deals currently within their reinvestment periods.
This study includes a sample of 439 seasoned deals that have concluded their reinvestment periods.
Despite this setback, CSAM made a strong recovery and, since August 2021, has outperformed its peers thanks to above-average metrics for MV and interest return alpha as shown in the second and third graphs.
