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Eagle Point Credit Management

3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Dec 1, 2022 by Tom Majewski · said 23 times in 1 episodes since 2022 · across every show →

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brought up most by Tom Majewski (18), Ted Seides (5)

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2022 23 mentions in 1 episode

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Everything said about Eagle Point Credit Management, oldest first

Dec 1, 2022
Insight
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)
Dec 1, 2022 bullish
Assertion Not publicly verifiable
Majewski: Only two 1940 Act companies have ever defaulted, both with full recovery
“In the 82 years since the 40 Act has been passed, as best we're aware, there's only been two defaults ever by 40 Act companies, and both were a hundred percent recovery.”
Tom Majewski Dec 1, 2022 ▶ 1:09:43 Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
Dec 1, 2022 bullish
Disclosure
Eagle Point bought majority CLO positions at 20–25 cents on dollar in 2020
“In the depths of 2020. We were buying majority positions at 20, 25 cents on the dollar.”
Tom Majewski Dec 1, 2022 ▶ 48:31 Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
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