“CLO offer indirect access to the corporate finance market – with historically low default rates.“

Dr. Klaus Ripper, Stamatia Hagenstein
Portfolio Management CLO

“CLO have the same rating as corporate bonds but consistently provide higher yields.”

Norbert Adam, Michael Hombach
Portfolio Management CLO

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COLLATERALIZED LOAN OBLIGATIONS (CLO)

Senior secured and given priority

CLO are securitised loan portfolios that mainly consist of senior secured corporate loans. Investors can acquire CLO tranches with different ratings from AAA to B depending on their appetite for risk and return. Our CLO specialists drawn on a broad range of experience and data-based analysis methods when managing their strategies.

This investment concept is aimed particularly at investors looking for alternatives beyond government and corporate bonds and high-yield investments. CLO are in demand from various investor groups with differing objectives and regulatory requirements. Lupus alpha offers specific solutions for these different requirements.

OUR KEY FIGUERS
ø 20

Years Management-Experience

... with same team of four since 2004

2%

Alpha

... in the default rate compared with the market

3

Bn. Euros

... assets under management in CLO mandates, institutional accounts and mutual funds

ADVANTAGES FOR INVESTORS

Higher yields

than corporate bonds with comparable rating

Historically lower default rates

than corporate bonds with comparable rating

Low interest rate sensitivity

due to their variable interest rates

The best individual securities

according to criteria such as stability of cash flows or historical default rates

Tailored to

regulated investors such as insurance companies, pension funds and provident funds

Suitable for

non-regulated investors such as asset managers and fund of funds managers

CLO Fund data
WKN: A1XDX3 | ISIN: DE000A1XDX38
103.15 EUR
NAV
+0.02 %
T-1
+1.27 %
YTD
+10.67 %
5 Years
More information
Our Portfolio managers

We take performance personally 

With us, investors know which experienced, skilled fund manager is responsible for the performance of each fund.

Norbert Adam
Portfolio Management Fixed Income Credit
Stamatia Hagenstein
Portfolio Management Fixed Income Credit
Michael Hombach
Portfolio Management Fixed Income Credit
Dr. Klaus Ripper
Portfolio Management Fixed Income Credit