A Leading Global Investor in U.S. CLO Equity
Welcome
Lakemore Partners is a leading global private credit investment firm primarily investing in super-majority control equity positions of new issue U.S. CLOs. We aim to deliver resilience across credit market cycles through four key attributes that form the foundation of our business.
About Lakemore PartnersWe are Committed to Doing Business Transparently and Ethically.
Lakemore is a values-led organization that serves a global clientele of institutional investors and aims to deliver attractive returns by investing primarily in super-majority control equity positions of new issue U.S. CLOs. We live our principles every day to build strong, trusting relationships with our team, our partners and with our investors.
Why LakemoreA Supportive Culture Where our Employees can Thrive.
Our team is our greatest asset — we are committed to our employees and work diligently to foster a collaborative, supportive and transparent culture where they can thrive
Our Approach
Lakemore’s methodical, defensive, and cycle-aligned risk allocation strategy focuses on providing institutional investors with stable earnings, enhanced returns, and a dispersion of risk.
Our TeamDiverse Credit Experts
Lakemore’s diverse team of credit experts draws upon its vast experience in global markets to provide investors with unique, in-depth perspectives to help them achieve their investment goals.
News & Insights
Our latest news, corporate updates and key insights on current trends
1 / Feb 2023
Lakemore Insights – Year End 2022In this edition of the Lakemore Insights – Year End 2022 report, we offer a comparison between three Alternative assets (CLO Equity vs. Direct Lending vs. Stressed and Distressed Investing) and highlight why we believe that new issue CLO Equity is a more attractive fit in the current market environment. We also discuss the latest market updates, like new issue CLO Equity arbitrage utilizing primary market loans on a 3-year discount margin basis reaching almost 28% for full year 2022 and a decline in the LTM leveraged loan market default rate, to 0.72%.
25 / Jan 2023
September & October 2022In this edition of the Lakemore Insights – September & October 2022 report, we revisit our Specialized Topic: Scenario Analysis of New Issue CLO Equity IRR in Dislocated and Recessionary Markets from our Lakemore Insights – April/May 2022 report, adjusting for current day market movements, and find that the incremental CLO equity IRR available in volatile conditions has improved upon the levels seen earlier this year.
18 / Oct 2022
July / August 2022In this edition of the Lakemore Insights – Summer 2022 report, which covers July & August, we consider the impact of the significant market volatility year-to-date on leveraged loan and CLO equity assets.
23 / Jan 2023
Latest from Lakemore – What to Consider When Investing for the FutureIn the first edition of our “Latest from Lakemore” video series, Co-Founder & Managing Partner Mohamed Seif and Senior Partner, Head of U.S. Business Dan Norman highlight what global investors consider when investing in CLOs, the importance of transparency and diligence, and how Lakemore’s expertise and relationships can help address potential questions and concerns in a volatile environment.
1 / Dec 2022
Lakemore Says AAA Spreads Are Sticky, But Tightening Likely In 2023 In an exclusive interview, the Lakemore team provides insights on AAA spreads in 2023 and the likely direction of spreads in the near-term. Overall, CLO AAA spreads remain sticky, even amid a rally in loan prices in recent months.
18 / Oct 2022
Lakemore Provides Exclusive Interview With Levfin InsightsIn an exclusive interview, the Lakemore team shares its views on why the CLO new-issue market has been divided into ‘haves’ and ‘have-nots’’.
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