My Pecking Order For Eagle Point Credit Securities (Archive)
Risk-on tilt toward CLO equity while favoring fixed-maturity preferreds over common shares.
ECC
Eagle Point Credit: Why I'm Buying The Notes And Preferreds But Avoiding The Common Stock (Archive)
Risk-aware CLO credit strategy prioritizing resilient cash flows to safeguard downside.
Eagle Point Credit: Mixed Signals, But Net Bullish (Archive)
ECC’s extended reinvestment periods and lower premium to NAV support resilient, attractive yields.