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default rate

also referred to as: default rates

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Dec 1, 2022 by Tom Majewski · across every show →

Everything said about default rate, oldest first

Dec 1, 2022
Opinion
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)
Sep 12, 2024
Insight
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)
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