100% FOCUS ON ONE ASSET CLASS
CLOs: The key to a
high-yielding & resillient
investment strategy
We provide the right investment strategy for your asset allocation requirements.
Regardless of our clients' risk tollerance, all Infinigon Capital strategies strive for above-average performance. Our specialised fund solutions provide institutional investors with tailored investment opportunities aimed at generating stable and predictable returns.
Due to our many years of experience and our proven expertise in the CLO and Senior Secured Loan market, investment management companies (KVGs) choose us, for example, as an outsourced asset manager in accordance with Section 36 of the German Investment Code (KAGB) for the management of corresponding fund assets.
RETURNS ACCORDING TO RISK PROFILE
Infinigon “Investment Grade (AAA-AA) CLO Special Fund Solution”
Special fund solutions provide institutional investors with tailored access to specialised investment strategies. Infinigon manages a broad range of mandates for institutional investors through individual special funds, allowing investment parameters to be structured according to each investor’s specific requirements.
With a rather conservative risk/return profile, return targets of 4% to> 5%, as well as many other portfolio parameters, are formulated. Infinigon has specialized in investments in the AAA to AA (rating) CLO segment for over 10 years.
Key features
- Individual mandate for institutional investors with an investment volume of EUR 25 million or more.
- Dynamic adjustment of the agreed parameters through individual support of the mandate.
- Reporting and services tailored to investors
Rating combination from IG to NR (CLO Equity):
Security, return on investment, or combinations thereof.
PRODUCTS
Infinigon “Investment Grade CLO Mutual Fund”
The fund provides access to a broadly diversified portfolio of secured corporate loans through the proven asset class CLOs, with Rateings ranging from AAA to BBB (-B-) and non-rated.
Active portfolio management aims to capture market opportunities and generates excess returns for investors.
The fund is designed for risk-aware investors with a medium- to long-term investmet horizon.
Key features
- Short duration, providing resilience in rising interest-rate environments and limited interest-rate sensitivity due to the floating-rate nature of CLOs and the presence of an interest-rate floor.
- Active performance and risk management with focus on generating consistently attractive returns
- Risk/return profile SRRI 3, euro-denominated – currency risks can be hedged.
Infinigon “Investment Grade (A-BBB) CLO Special Fund Solutions”
Dedicated fund Solutions provide institutional investors with tailored access to specialised investment strategies. Investment parameters can be structured according to individual investor requirements. With a balanced risk/return profile, return targets of 6% to 8%, as well as many other portfolio parameters, can be formulated. Infinigon has specialized in investments in the A to BBB (rating) CLOs for over 10 years.
Key features
- Individual mandate for institutional investors with an investment volume of EUR 25 million or more.
- Flexible adjustment of investment parameters throughout the individual mandate.
- Investor-specific reporting and services.
Infinigon “Senior Secured Loan Fund”
For over 20 years, secured corporate loans have been among the best-performing asset classes. The Infinigon investment team draws up to two decades of experience. The fund’s allocation is proactively aligned with the credit cycle.
Key features
- Short duration, allowing investors to benefit from rising central bank interest rates due to the floating-rate nature of senior secured loans.
- Active management of the allocation to the target funds, as well as the senior secured loans, by the target fund managers.
- Special funds according to § 284 suitable for institutional investors with a long-term investment horizon
Infinigon “CLO Registered Bond”
In 2021, the issuer successfully repaid a registered bond initiated by us, for which Infinigon managed the CLO pool, at above par to investors. The investors in this bond were pension funds and credit institutions. Such CLO-based bonds can be structured with fixed or variable coupons and customized to individual needs, starting from a minimum size of EUR 20 million.
Key features
- Short duration when participating in rising central bank interest rates.
- Focus on repayment security through active risk management
- Suitable for investors with a long-term investment horizon
Download
Last transactionInfinigon “High Yield (BBB(-) – NR) CLO Special Fund Solutions”
Special fund solutions offer institutional investors tailored investment solutions. Individual investment strategies can be defined here. Infinigon manages a large number of mandates for institutional investors through special funds. With a more return-oriented risk/return profile, return targets of 8% to> 14%, as well as many other portfolio parameters for your high-yield segment, can be formulated. Infinigon has specialized in investments in the BBB to NR (non-rated or equity) CLOs range for over 10 years.
Key features
- Individual mandate for institutional investors with an investment volume of EUR 25 million or more.
- Dynamic adjustment of the agreed parameters through individual support of the mandate.
- Reporting and services tailored to investors
SMART TRADING
Since its founding, Infinigon has been one of the most active market participants in Europe.
The following factors enable quick action during market fluctuations to generate above-average returns:
FLEXIBILITY
CLO's structures allow for continuous adjustment of the underlying loan portfolios.
INDEPENDENCE
Our shareholder-managed business model allows us to trade in real time.
EXPERTISE
An experienced, consistent team of experts who passionately strive for the best performance for our customers.
TECHNOLOGY
Continuous monitoring: Powerful, internal IT data models for reliable analyses and forecasts.
Manager selection
Loan/CLO managers differ in their investment strategy and philosophy. We carefully examine the loan pools in which investments are made and place particular emphasis on diversification, stability and resilience to crises.
Depending on the market phase, selecting suitable CLO managers yields 30 to 100 basis points of alpha and can smoothen volatility.
Risk management
Through the continuous and professional analysis of current data, based on various risk indicators, we can identify market fluctuations and take action.
Our own high-performance IT systems and our specialists for quantitative data collection form the foundation for reliable forecasts.
"For me, investing means never ceasing to question in the pursuit of perfection."
CHRISTIANE WENZEL, CIO
