2006 and 2007 CLOs
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 1, 2022 by Tom Majewski · across every show →
Everything said about 2006 and 2007 CLOs, oldest first
Dec 1, 2022 bullish
Tom Majewski: 2006 and 2007 CLOs far outperformed their pitch-book base cases
“And what turned out to be the 2006 and 2007 CLOs, the vintage medians from those periods far outperformed the base case in the pitch books. Not because they had good loans. They probably had some bad loans, but they had the ability to keep reinvesting with loc…”