Added to YB: 2025-01-13
Pitch date: 2025-01-10
FAIR.L [bullish]
Fair Oaks Income Limited
-7.57%
current return
Author Info
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Company Info
Fair Oaks Income Limited is a feeder fund launched and managed by Fair Oaks Capital Limited. The fund invests its entire corpus in FOIF II LP and FOMC III LP.
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Revisiting FAIR Oaks Income
FAIR.L: CLO investment yielding 14%+. Diversified loan portfolio, 4-5% overcollateralization cushion. Survived COVID without losses. Attractive 20%+ returns via leverage. Risks: defaults, but can buy discounted loans in downturns. Consistent dividends since 2014. Managers' CVs impressive. 2025 outlook positive with growing CLO equity yields.
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