medium · Debt Capital Markets

What is the primary motive for an investor to purchase the equity tranche of a Collateralized Loan Obligation (CLO)?

  1. To capture the excess spread between the loan pool's yield and the cost of the debt tranches.
  2. To benefit from the dual-recourse protection offered by the collateral manager.
  3. To hedge against falling interest rates due to the equity tranche's positive convexity.
  4. To obtain a highly liquid, AAA-rated investment with minimal credit risk.

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