Majewski: CLO Equity Returns Depend on Manager Quality, Not Portfolio Quality
Tom Majewski · Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284) · Dec 1, 2022 · at 37:28
Eagle Point Credit Management founder Tom Majewski discusses what actually drives outperformance in CLO equity investing.
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“There's no correlation, in my opinion, to the returns to the equity based on the quality of the portfolio. It's all about the quality of the collateral manager.”
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More from Tom Majewski
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