Tag Archives: Generate

US CLO Manager Report: Generate Advisors

The manager prioritises fundamental credit analysis and active risk management—taking risk only when they believe the risk premium is compelling, and remaining disciplined when credit spreads are tight. Their focus is on consistently delivering attractive risk-adjusted returns.

Freemium: Complimentary Access for Investors

Insights from Generate Advisors

According to independent analysis by CLO Research, Generate Advisors has consistently delivered outperformance against the Morningstar LSTA U.S. B/BB Ratings Loan Index on an unlevered basis in recent years. Here’s a set of interview questions from CLO Research, accompanied by responses from Rizwan Akhter, Head of Generate Advisors.

Generate CLO 4 Reset

Thanks to the solid performance of the deal, no new equity capital was needed, and only a small class X tranche was added.