Home » Our Strategies » CLOs

CLOs

Collateralised Loan Obligations (“CLOs”)

Pemberton’s CLO strategy invests in publicly rated, broadly syndicated leveraged loans, which are typically used to fund sponsor driven or corporate M&A activity. Such loans are originated by major arranging banks and held by various market participants. As a result, they are also liquid with an active secondary market. CLOs have proven to be resilient investment vehicles through multiple cycles delivering attractive risk adjusted returns to note holders.

€750m In AUM Total Deployed Across CLO Strategy
€405.8m Indigo II Closed in December 2024

Data as at 31st December 2024. Excludes warehoused exposure associated with future CLO issuance.

Pemberton’s CLO investment philosophy is predicated on the construction of highly diversified credit portfolios utilising a 3D approach focusing on fundamental analysis techniques and adopting a relative value approach for portfolio optimisation purposes.

Pemberton closed its first CLO (Indigo Credit Management I DAC) in November 2023 and second CLO (Indigo Credit Management II DAC) in December 2024. CLOs complement Pemberton’s Direct Lending and Working Capital Solutions strategies, offering investors access to a further credit product to suit their investment and allocation needs.

Consistent with Pemberton’s ethical principles, Pemberton’s CLOs incorporate the latest thinking in sustainable investment policies and are built into investment decision making.

CLOs are a Compelling Investment for the Following Reasons:

  • Diversified portfolios
  • Choice of rated notes
  • Credit enhancement
  • Additional liquidity
  • Strong relative value
  • Low correlation
  • Current yield
  • Contractual returns
  • Floating rate
  • Low duration risk
  • Limited migration
  • Regular reporting
  • Full transparency

Pemberton CLOs in the News

For more information, visit our News page, or click on our latest article.

Insights
  • CLOs

    CLOs

    Pemberton’s CLO strategy invests in publicly rated, broadly syndicated leveraged loans, which are typically used to fund sponsor driven or corporate M&A activity.

  • CLOs

    CLOs

    Pemberton’s CLO strategy invests in publicly rated, broadly syndicated leveraged loans, which are typically used to fund sponsor driven or corporate M&A activity.

  • CLOs

    CLOs

    Pemberton’s CLO strategy invests in publicly rated, broadly syndicated leveraged loans, which are typically used to fund sponsor driven or corporate M&A activity.

Meet the Team

View Our Team

Find Out More About Our Other Strategies

Click here for an overview of Pemberton’s Strategies.

Contact Us

For further information or if you have a specific query, 
please get in touch.

Contact – お問い合わせ

By accessing this website, you acknowledge and agree to the following terms:

The information, materials, products and/or services available on or through this website are not intended to and do not constitute an offer to sell, or a solicitation of an offer to buy any securities, including  interests in any fund or the services of any company, in any jurisdictions where such offer, solicitation or sale would be unlawful, or to any person to whom it would be unlawful to make such an offer, solicitation or sale.  In particular, securities or investment services may only be offered or sold, and transactions effected, in certain jurisdictions in accordance with applicable law and as disclosed in the relevant private placement memorandum or offering document to eligible investors or otherwise in compliance with our Terms and Conditions of Use.

Pemberton Capital Advisors LLP, together with its affiliates and/or subsidiaries (collectively, “Pemberton”) may not be licensed or registered in all jurisdictions and may be unable to provide investment advisory services in certain jurisdictions  or to certain t categories of investors, whether through separately managed accounts or via  private funds.

This website is directed only at persons who are (i)investment professionals (ii) professional clients(iii) persons having professional experience of investing in unregulated schemes(iv) high net worth companies, partnerships, associations or trusts and personnel of any of the foregoing having professional experience of investing in unregulated schemes (each within the meaning of the UK Financial Services and Markets Act 2000 (Financial Promotion) Order 2005, the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001 and the UK FCA Handbook, as applicable). 

Persons accessing this website from outside of the United Kingdom do so at their own initiative and are responsible for compliance with applicable local laws and regulations. Access is permitted only to persons who may lawfully access it without Pemberton being required to be licensed, registered, or approved in any other jurisdiction. 

No person who is not an intended recipient should access or rely on any information contained in this website. Pemberton will not make any investment or investment activity referred to on this website available to any person who is not an eligible investor under applicable law.

This website and all materials on it or available via it do not and are not intended to offer for sale or promote the offer for sale of the securities, including fund interests of any fund or private fund in the United States or to a U.S. person as defined in Regulation S under the U.S. Securities Act of 1933, as amended (the “Securities Act”), or the services of any Pemberton company.

Access to the information contained in this website is restricted under applicable U.S. federal and state securities laws. The securities of any fund or compartment of a fund managed and/or advised by Pemberton have not been and will not be registered with the U.S. Securities and Exchange Commission under the Securities Act or any state securities laws in the United States, and may not be offered or sold into, within the United States or to or for the account of any U.S. person except pursuant to an exemption from or in a transaction that is not subject to the registration requirements of the Securities Act or applicable state law.

Please confirm acceptance of the Terms and Conditions of Use
Terms & Conditions