May 31, 2024

Unlocking Value: Demystifying CLOs

Collateralized Loan Obligations (“CLOs”) offer investors an efficient vehicle to access the bank loan market. CLO equity provides above-average returns using term financing with high cash-on-cash returns. There are many structural features about CLOs that protect investors’ capital while benefiting all stakeholders. The appearance of complexity keeps many investors from allocating capital to CLOs, but proper analysis highlights how CLO structures create an efficient method for investors to have exposure to a portfolio of bank loans through market cycles.

Read Now to Learn More (PDF)

Read More

All opinions expressed in video and thought leadership content constitute Barrow Hanley’s opinion at the time of issuance. The information provided is for informational purposes only and is not intended to be an offer, solicitation, or recommendation with respect to the purchase or sale of any security, nor a recommendation of services supplied by any money management organization. Past performance is not indicative of future results.

Read More
Read More (PDF)