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Investment Philosophy

Founded by industry leaders after the Great Financial Crisis, Capra Ibex Advisors is a fixed income investment advisor grounded in a “risk-management first” mindset.

In 2015, Capra launched a pure-play CLO investment platform for those interested in accessing junior tranche CLO cash flows through a disciplined, risk-centric investment process.

 

Our investment process aims to produce compelling risk-adjusted returns by:

Limiting downside risk

Maintaining alignment of interest across various market conditions

Exploiting market volatility opportunistically in both the primary and secondary markets, and

Diversifying across CLO managers

In tandem with the evolution of the firm’s CLO platform, Capra has built proprietary technology that calculates over 200,000 CLO-specific statistics daily. These statistics provide rapid insight into the market landscape, facilitating quick exploitation of market opportunities. The insights provided by this technology also lay the foundation for the firm’s exhaustive credit monitoring. These in-house analytics build on decades of collaboration between our CIO and Head of Technology and are the firepower behind most of our investment decisions.

We believe that with strong risk management and purpose-built technology,  junior CLO tranches can offer a compelling risk-adjusted return.

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