Kaoboy Musings

Kaoboy Musings

Investing-CLO Equity CEF FAQ, Part II / A Conversation with ECC's PM.

Today’s piece is Part II of my ECC Spotlight, which summarizes a recent call I had with Dan Ko, Eagle Point’s CLO Equity and Debt Portfolio Manager.

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Michael Kao
Mar 07, 2026
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Given the huge amount of social media misinformation around CLO Equities and CLO Equity CEFs, I decided to distill a FAQ from the many daily private chat threads I write about this topic. I will use ECC as my primary example, since it is the company and management team I am most familiar with in the space.

In case you missed it, here is Part I:

Investing-CLO Equity CEF FAQ / ECC Spotlight.

Investing-CLO Equity CEF FAQ / ECC Spotlight.

Michael Kao
·
Feb 24
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