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Unlocking Value: Demystifying CLOs

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5.31.2024
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Executive Summary

Overview of 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.

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.

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ABOUT BARROW HANLEY GLOBAL INVESTORS

Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Today, Barrow  Hanley has approximately 100 employees, over half of which are investment professionals managing assets for our valued clients. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa. For further information, please visit www.barrowhanley.com.

Please contact us for more information.

214.665.1900
contactus@barrowhanley.com

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Barrow Hanley Global Investors
2200 Ross Avenue
31st Floor Dallas, TX 75201
www.barrowhanley.com

5.31.2024
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Overview of 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.

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

Read Now to Learn More (PDF)

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