I'm Buying These Funds At Historically High Discounts

While broad equity indices sit near historically elevated multiples, the CLO space has faced severe spread compression and secondary market discounts wider than those seen during the March 2020 panic. Evidence continues to build that CLO equity Net Asset Values established a cyclical floor in March 2026, with NAVs stabilizing and climbing across Q2 reporting. Despite widespread market fears of a corporate default wave, actual credit loss rates remain manageable, allowing high-yielding tranches to generate substantial underlying cash flow.

Seeking Alpha • Aug 23, 2026

Collect 9% Without Losing Your Shirt: Eagle Point Credit

Eagle Point Credit Company is restructuring away from CLOs, increasing portfolio stability, and diversifying into regulatory capital relief securities and private credit. ECC's common dividend far exceeds net investment income, driving persistent NAV erosion and raising the likelihood of another dividend cut if cash flow does not improve. ECC's perpetual preferred, ECC.PR.D offers over 9% yield, nearly 4x NII coverage, monthly payouts, and capital preservation advantages, making it attractive for income-focused investors.

Seeking Alpha • Aug 18, 2026

Eagle Point Credit Q2 Earnings Call Highlights

Eagle Point Credit NYSE: ECC reported a rebound in net asset value and profitability in the second quarter of 2026 as loan prices and CLO equity valuations recovered from first-quarter volatility.

MarketBeat • Aug 13, 2026

Eagle Point Credit Company Inc (ECC) Q2 2026 Earnings Call Transcript

Eagle Point Credit Company Inc (ECC) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 13, 2026

Eagle Point Credit Company Announces Second Quarter 2026 Financial Results and Fourth Quarter 2026 Common and Preferred Distributions

GREENWICH, Conn.--(BUSINESS WIRE)---- $ECC--Eagle Point Credit Company (the “Company”) (NYSE: ECC, ECCC, ECC PRD, ECCU, ECCV) today announced financial results for the quarter ended June 30, 2026, and certain additional activity through July 31, 2026, and declared distributions on the Company's common and preferred shares. “ECC generated a strong 12.7% GAAP return on common equity during the second quarter as CLO equity prices recovered and our non-CLO portfolio performed very well,” said Thomas P. Maje.

Business Wire • Aug 13, 2026

Eagle Point Credit Company Schedules Release of Second Quarter 2026 Financial Results on Thursday, August 13, 2026

GREENWICH, Conn.--(BUSINESS WIRE)---- $ECC--Eagle Point Credit Company (the “Company”) (NYSE: ECC, ECCC, ECC PRD, ECCU, ECCV) today announced that it plans to report financial results for the quarter ended June 30, 2026, on Thursday, August 13, 2026. The Company will discuss its financial results on a conference call on that day at 10:00 a.m. (Eastern Time). Thomas P. Majewski, Chief Executive Officer, will host the call along with Kenneth P. Onorio, Chief Financial Officer and Chief Operating Officer.

Business Wire • Jul 30, 2026

2 Retirement Income Powerhouses For Inflationary Times

Persistent, structurally elevated inflation necessitates repositioning portfolios toward higher-yielding, inflation-resilient income products. The risk is that on a real portfolio income growth basis, the necessary wealth accumulation (or preservation) won't simply be there. Yet we have to be cognizant of not falling into the other extreme of elevated NAV destruction or dividend cut risks.

Seeking Alpha • Jul 11, 2026

Eagle Point Credit: I Avoid Common Stock For Now, Focus On Senior Securities

Eagle Point Credit focuses on CLO equity and junior debt tranches, offering high yield but elevated risk, particularly for common shareholders. ECC's net investment income is pressured by realized and unrealized losses, with only $0.067 per share attributable to common shareholders in Q1. The asset coverage ratio for preferred stock recently fell below the 200% threshold, prompting ECC to retire notes and restore compliance.

Seeking Alpha • Jun 27, 2026

2 Closed-End Fund Buys (1 Sell) In The Month Of May 2026

The equity indexes had another solid month in May, hitting new all-time high levels as tech surged. As we hit new highs, I tend to pull back on how aggressive I am with new purchases, so there wasn't much new capital put to work for May. Still, there were a number of moves, including selling a position due to a rights offering announcement and some CLO preferred redemptions.

Seeking Alpha • Jun 16, 2026

CEF Weekly Review: CLO CEFs Get A Reprieve From Unending Gloom

We review the CEF market valuation and performance through the fourth week of May and highlight recent market action. Closed-end funds (CEFs) saw tightening discounts and mixed NAVs, with fixed-income CEFs underperforming equities amid distribution cuts and price pressures. CLO Equity funds ECC and OXLC reported sharp Q1 NAV declines (27% and 32% respectively), but both rebounded in April as loan prices rose.

Seeking Alpha • May 30, 2026