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.
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.
News & Insights
Our latest news, corporate updates and key insights on current trends
19 / Apr 2023
Lakemore Insights – Q1 2023In this edition of the Lakemore Insights – Q1 2023 report, we provide an update on market developments since the turn of the year and offer our view on why rate hikes, the fallout from the Q1 2023 banking crisis and ensuing market volatility are likely to present a significant opportunity for supermajority CLO equity investors in the coming months.
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