Viewpoints
Does Your Credit Allocation Include “Value”? If Not, You Might Want to Start Thinking About It….
As a value investor in the corporate credit market, we are frequently asked, “in this low default environment, what are you working on?” Fortunately, I came across an article today, that clearly shows what we are working on. Just goes to show you that default...
Response to Bloomberg Article: “CLOs Cracked Like No Other Market. So Now What?”
There is a great article that Bloomberg posted just before the holiday titled “CLOs Cracked Like No Other Market. So Now What?” By Brian Chappatta. In a nutshell the article points out that the prices on the double B tranche for CLOs fell to the lowest level in more...

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