Default Rate

topic on 2 shows · 3 statements across 3 episodes

Capital Allocators Top Founders

3 statements about Default Rate, every show

Targeting zero defaults means credit managers are leaving yield on the table
“If we did not have any defaults in our portfolio and we have that yield advantage, then we're not pushing the yield advantage as much as we should, because we should push it to, we have a couple defaults still in line with the market or less, but if we have no…”
Dave Brizano Sep 12, 2024 ▶ 20:11 David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
Majewski: Prepayment rates matter far more than default rates in CLOs
“CLO people really talk about default rates. How many loans are going to default? The prepayment rate, in my opinion, is far more important.”
Tom Majewski Dec 1, 2022 ▶ 13:47 Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
TOP FOUNDERS Disclosure
Podolsky Sees a 20% Default Rate on Owner-Financed Land Deals
“About 20%.”
Mark Podolsky Jan 23, 2016 ▶ 9:49 Smart Way to Buy Profitable Land with Mark Podolsky of Landgeek

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