“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
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.
Years Management-Experience
... with same team of four since 2004
Alpha
... in the default rate compared with the market
Bn. Euros
... assets under management in CLO mandates, institutional accounts and mutual funds
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
We take performance personally
With us, investors know which experienced, skilled fund manager is responsible for the performance of each fund.
