Where There’s Value In Repackaged Loan Deals

Source: Bloomberg
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The riskiest parts of collateralized loan obligations backed by loans to smaller and mid-sized companies can offer good value, according to John Kim, chief executive officer & chief investment officer at CLO investor Panagram Structured Asset Management.

Panagram, a subsidiary of Eldridge, manages about $14.4 billion of holdings across CLOs, asset backed securities and commercial real estate. Kim spoke to Bloomberg’s Carmen Arroyo in a series of interviews that ended on April 11. Comments have been edited and condensed.