דסקטופ-CLO

IBI CLO Strategies

The fund specializes in investments in collateralized loan obligations (CLOs), securities backed by a pool of senior secured corporate loans (provided by financial institutions to companies that operate in various sectors) that deliver a predefined cash flow. The fund invests in the debt and equity tranches of CLOs, which are managed by financial institutions in the primary and secondary markets in the US, and in warehouses established by top-tier organizations in the CLO industry, according to different strategies.

Our Services

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    Fund Type
    a fund that invests in CLO instruments
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    Investment Currency
    US dollar and shekel
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    Controlling Shareholder
    IBI Investment House
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    Fund manager
    Tzvika Katzman

Additional information about IBI CLO Strategies

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The opportunity

The CLO market achieved a surplus yield over the traditional corporate bond market (according to historical data), while according to the global rating agencies’ data, the total rate of default in the various CLO tranches is lower compared to corporate bonds with the same rating.

The fact that the CLO instruments are backed by loans with variable interest rates provides these instruments with an advantage in a rising interest rate environment.

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Purpose of the fund

To enable qualified Israeli investors access to the CLO market as an alternative to the traditional corporate bond market.

What is unique about the fund?

  • The fund enables qualified Israeli investors to invest in the CLO market as an alternative to the traditional corporate bond market.
  • The fund invests in the debt and equity tranches of CLOs, which are managed by financial institutions in the primary and secondary markets in the US, according to various strategies.
  • The fund is managed by IBI’s professional managers team and cooperates with the world’s most professional CLO managers.
  • Warehouse investments – a temporary entity established for a short-term, managed by CLO issuer, and owned by investors (the first stage in establishing a CLO). The purpose of the warehouse is to acquire loans from financial institutions and issue the CLO. When issuing the CLO, tranches of debt and equity are sold to investors and warehouse ends.

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