Leveraged Finance

CLO Management

PineBridge Investments has extensive experience in CLOs, with a distinct vantage point both as a CLO issuer and as an investor in third-party CLOs.

Since 1999, PineBridge has issued 39 CLOs in the US and Europe and has reissued, reset, or refinanced 23 transactions.*

The PineBridge CLO investment process is informed by rigorous, proprietary credit analysis. Our experienced research teams offer broad and deep coverage across the capital structure, industries, and geographies.

Through conservative positioning, we seek to provide our investors principal protection and strong cash flows across market cycles. Our CLO investment process is designed to independently price credit risk and uncover attractive relative value opportunities while managing downside risks.

Place Holder

Established, 25-year CLO origination track record in the US and Europe

Place Holder

39 CLOs1 issued since 1999, totaling approximately $16 billion

Place Holder

$7.3 billion in AUM2

Place Holder

Seek to provide principal protection and strong cash flows through conservative positioning

*As of 7 March 2024. Includes all CLOs managed by PineBridge since inception.

132 US CLOs and seven European. As of 31 December 2023. 2 As of 30 June 2024. US CLO AUM: US$5.4 billion; European CLO AUM: US$1.9 billion.

With over 180 institutions invested in PineBridge CLOs, we have significant and deep support across investor types and geographies, founded on our longstanding relationships and consistent management style.

Our strong corporate support is evidenced by equity investments in each of our CLOs and warehouse financings.

Significant and Deep Support Across Institutions and Regions:

Corporate Investors

  • Asset Managers

  • Banks

  • Family Offices

  • Hedge Funds

  • Insurance Companies

  • Pensions

Regions We Serve

  • Americas

  • Asia ex Japan

  • Europe

  • Australia

  • Japan

  • Middle East

CLO Equity: How It Works – and Why It’s Compelling Now
CLO Equity Primer

CLO Equity: How It Works – and Why It’s Compelling Now

CLO equity may provide significant investor benefits, including the potential for attractive returns, high current income, and persistent cash flows.

Discover more

In our 18 September webinar, PineBridge CLO market experts provide an overview of the current state and outlook for the CLO market across the US and Europe, leveraged loan supply-demand dynamics, where we are seeing opportunities, and the importance of actively managing credit risk amid growing liability management exercises (LMEs), and more.

On-Demand Webinar: A View From the Tranches: How CLO Market Dynamics Are Shaping Key Convictions

Portfolio Managers

Dan Sherry, CFA

Dan Sherry, CFA

Portfolio Manager, US CLO Management

Los Angeles
Kevin Wolfson

Kevin Wolfson

Portfolio Manager, US Leveraged Loans and CLO Management

Los Angeles
Top