CLO Equity

topic on 1 show · 8 statements across 5 episodes

Capital Allocators

8 statements about CLO Equity, every show

CAPITAL ALLOCATORS Assertion Supported
SaaS stress is driving sharp CLO equity underperformance
“It reminds me today where you just had one or two sectors having a lot of stress like we have today and the SAS with respect to levered loans, and we're seeing it in CLO equity has way underperformed. The relative loan market, because all of the damage has bee…”
Kieran Goodwin Mar 30, 2026 ▶ 13:19 Kieran Goodwin – Private Credit Concerns (EP.494)
CLO equity liquidations often return just 40 to 50 cents on the dollar
“There's no par payout at the end. A lot of times you're getting back 40 cents, 50 cents on the dollar. Now, over the eight-year life of the CLO, you've got these very large distributions along the way. Hopefully it nets to a nice return for you, but you don't …”
Shiloh Bates Apr 11, 2024 ▶ 38:16 Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
CAPITAL ALLOCATORS Assertion Supported
CLO equity returns reached the high 20s during the Global Financial Crisis
“And then if you were in contrast, an investor in CLO equity through the financial crisis on a buy and hold basis, a lot of the equity in those deals return high, 20% returns and the debt in the CLOs defaults rarely as well.”
Shiloh Bates Apr 11, 2024 ▶ 6:32 Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
CAPITAL ALLOCATORS Assertion Supported
The CLO equity tranche represents a $100 billion asset class
“Of a trillion of CLO AUM, the CLO equity tranche is about 10% of the CLO's financing. So it's a hundred billion asset class for CLO equity in particular.”
Shiloh Bates Apr 11, 2024 ▶ 4:07 Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
Majewski: Higher default and lower reinvestment price scenarios produce best CLO returns
“Oddly, the higher default, lower reinvestment price scenarios are typically the best, but that goes back to my data about 2006 and seven being the best vintages.”
Tom Majewski Dec 1, 2022 ▶ 51:14 Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Majewski: CLO equity residual cash flow is typically 25% to 30% annualized
“And then the equity or residual holder gets all of the net investment income after all the expenses, if the lawyers needed something, the rating agencies always have a small fee, and that excess cash flow is typically about 25 to 30% on an annualized basis.”
Tom Majewski Dec 1, 2022 ▶ 18:08 Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
Van Vleet: Textron is buying single-B rated CLO equity slices
“The other place, Ted, I think is great. It's where you have such incredible diversity, and that's in, you know, single B rated CLO equity. So CLO equity, you know, where you gather 200 single B rated names and throw them in, and I buy the bottom slice, the equ…”
Charles Van Vleet Nov 28, 2022 ▶ 35:03 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
Acito: CLO equity has tighter 5-year return dispersion than public equities
“If I get CLO equity right, and my manager's a good job with the credit, I can't predict the path, but over a five-year return, here's how much I feel comfortable with it, and equities, the dispersion of potential outcomes is much broader than that. Maybe there…”
Chris Acito Dec 11, 2017 ▶ 25:58 Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)

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