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 40 CLOs in the US and Europe and has reissued, reset, or refinanced 26 transactions.1

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.

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Established, 26-year CLO origination track record in the US and Europe

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40 CLOs2 issued since 1999, totaling approximately $16.5 billion

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$6.7 billion in AUM3

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

1 As of 31 December 2024. Includes all CLOs managed by PineBridge (or an affiliate).

2 As of 31 December 2024. Includes all CLOs managed by PineBridge (or an affiliate).

3 As of 31 December 2024. Includes all leveraged finance portfolios managed by PineBridge (or an affiliate).

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:

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Corporate Investors

  • Asset Managers

  • Banks

  • Family Offices

  • Hedge Funds

  • Insurance Companies

  • Pensions

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Regions We Serve

  • Americas

  • Asia ex Japan

  • Europe

  • Australia

  • Japan

  • Middle East

CLO Equity: A Primer for Investors
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CLO Equity: A Primer for Investors

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

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How CLO Equity and Private Equity Can Work Together in a Diversified Portfolio
Portfolio Applications

How CLO Equity and Private Equity Can Work Together in a Diversified Portfolio

CLO Equity and private equity can offer complementary advantages in different market environments – making them a potentially winning combination for investors.

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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
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