Ellington Credit Community
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Based on Analyst Price Targets
CLO Strategy Shift Promises Transformative Growth And Earnings Boost
Key Takeaways Strategic transformation into a CLO-focused fund aims to boost risk-adjusted returns, while active management seeks to improve net margins. Expansion in CLO equity investments and strategic moves like reducing leverage and diversifying into European markets aim to enhance earnings and diversification.
View narrativeUS$7.25
FV
6.9% undervalued intrinsic discount38.56%
Revenue growth p.a.
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about 2 months ago author updated this narrative