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Leighton Shantz
Texas
Institutional investment manager
Interests: Investments, economics, credit, rates, derivatives, portfolio management, asset management
Recent Activity
I'm curious if you followed through with the performance of those CLOs to see if those which did not reduce (the non-agent affiliated) on average outperformed those which did? Did selling in advance of default on average help investors or did the loan price overestimate its likelihood and/or loss severity?
Toggle Commented Dec 6, 2016 on Are All CLOs Equal? at Liberty Street Economics
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Dec 6, 2016