Our Strategies

Collateralized Loan Obligations

ArrowMark’s leveraged finance investment platform was launched in 2013 and is guided by seasoned leadership with three decades of structured credit investment experience and cycle tested performance track record investing in the leverage loan asset class as both a collateral manager and investor in third-party managed Collateralized Loan Obligations (“CLOs”).

As a tenured CLO collateral manager, investor across all CLO tranches, and warehouse lender, ArrowMark has a unique view into the leveraged loan market. Integrated into the broader ArrowMark investment platform, the team collaboratively capitalizes on its extensive knowledge of loan collateral, CLO structures, and evolving market conditions to manage risk through risk-first fundamental credit analysis and active portfolio management designed to deliver strong risk-adjusted returns for investors.

We manage a diverse platform of broadly syndicated, middle market, and static CLO assets for a broad array of institutional and professional asset allocators. Additionally, our CLO Equity strategy provides investors access to majority-owned equity positions in ArrowMark’s new-issue broadly syndicated CLOs.

CLO Statistics

As of 12/31/2023

CLO Fund Transactions

Elevation 2023-17
$350,000,000
Elevation 2022-16
$450,000,000
Elevation 2021-15
$400,000,000
Elevation 2021-14
$500,000,000
Elevation 2021-13
$410,000,000
Elevation 2021-12
$400,000,000
Elevation 2020-11
$500,000,000
Après 2
$320,000,000
Après 2019-1
$400,000,000
Elevation 2018-10
$400,000,000
Elevation 2018-9
$367,000,000
Peaks 2018-3
$150,000,000
Elevation 2017-8
$400,000,000
Peaks 2017- 2
$150,000,000
Elevation 2017-7
$450,000,000
Elevation 2017-6
$450,000,000
Elevation 2016-5
$350,000,000
Elevation 2015-4
$400,000,000
Peaks 2014-1
$142,000,000
Elevation 2014-3
$400,000,000
Elevation 2014-2
$500,000,000
Elevation 2013-1
$357,000,000

News & Insights

ArrowMark Partners Closes $350 million BSL CLO

Novemeber 16, 2023

This close represents the Firm’s 22nd CLO across $8.2 billion in issuance.

Recognition & Awards

Re-issues Show their Worth – CreditFlux

January 1, 2022

Reissues are rare in the CLO market, but a transaction late last year highlights how managers can use them effectively to make radical CLO transformations.

Talk about Elevation – CreditFlux 

September 21, 2021

New issue CLO volume in the US surpassed $2 billion for the third business day in a row on Tuesday, and overall yearly issuance hit a new record, as ArrowMark Partners became the latest manager to join the fray, according to market sources.

CLO Manager Shoots for Success with CLO Captive Fund – CreditFlux 

July 1, 2021

ArrowMark Partners has joined a plethora of US CLO managers this year to fundraise for a CLO captive fund, according to market sources.

CreditFlux Best US CLO Manager of the Year Finalist 

July 15, 2020

CreditFlux manager awards 2020 finalist.

Portfolio Management

Sanjai Bhonsle

Partner, Portfolio Manager

Karen Reidy, CFA

Partner, Portfolio Manager

Contact Leveraged Loan Team