LEVERAGED LOANS & CLOS

Collaborative and
Consistent Approach

Marathon's Leveraged Loan and CLO team utilizes a rigorous, measured, and tactical approach utilizing a bottom-up credit selection process within the senior-secured loan universe.

Marathon has actively invested in the Leveraged Loan and CLO market for over 25 years, with a cohesive approach encouraging collaboration across our distinguished public and private credit teams.

$40B+

Invested in Leveraged Loans & CLOs Since Inception

$25B+

Invested in CLOs Since Inception

22

CLOs Issued

Established & Successful
Investment Process

With decades of experience in credit selection and alpha creation, Marathon actively manages its Leveraged Loan and CLO Strategies. Our Long-Only Leveraged Loan strategy employs a fundamental, bottom-up credit selection process designed to deliver high income, while minimizing default loss. Our CLO strategy is managed from warehouse to maturity through a carefully selected portfolio by combining our differentiated credit risk investment framework with deep expertise in structured credit to provide attractive debt securities and CLO equity investments utilizing a range of refined skills to identify attractively priced credits, and alpha:
  • Fundamental & Relative Value Analysis
  • Active Asset & Liability Management
  • Portfolio Optimization
  • Primary Market Participation & Trade Execution
video image

Marathon utilizes our investment specialists at the sector and issuer level across all industries to identify attractively priced loans that offer strong risk-reward with a focus on par creation.

Our portfolio managers and traders have unique sourcing relationships that help us execute our strategy effectively, drive additional upside through active liability management, and generate current cash-flow and capital appreciation while minimizing costs.

Investment Strategies

Bryant Park
Funding CLOs

Marathon's Long-Only, actively-managed strategy with non-recourse, non-mark-to-market financing to deliver a diversified income stream with alpha generated through credit selection within the broadly syndicated loan market informed by rigorous bottom-up, fundamental analysis. Marathon-managed CLOs issued under the Bryant Park Funding shelf offer investors the opportunity to participate in CLO debt or equity tranches according to their risk appetite.

Broadly
Syndicated Loans

Marathon seeks to generate high income and attractive long-term returns by investing in the more liquid portions of the leveraged loan market. We aim to generate consistent returns from a low-volatility approach that focuses on downside protection, leveraging our strengths in credit research and portfolio construction.

Customized
Solutions

Marathon's significant expertise in portfolio construction enables us to utilize our core strategic principles in offering a Fund of One or Separately Managed Account for customized solutions to fit a variety of investment objectives, preferences, and market environments.

Investment Vehicles

  • Marathon Issued CLOs under Bryant Park Funding Shelf
  • Closed-End CLO Equity Funds
  • Open-End Long-only Senior Loan Funds
  • Fund of One & Separately Managed Account
  • Sub-Advisory

Contact Us

To Contact Marathon's Leveraged Loan and CLO team, please reach out to one of the key contacts below:

For Leveraged Loan & CLO Transactions:

Jonathon Siatkowski
Managing Director - CLO Capital Markets
jsiatkowski@marathonfund.com

For Investors:

Jason Friedman
Partner - Global Head of Strategy and
Business Development
jfriedman@marathonfund.com or
investors@marathonfund.com

You are now leaving Marathon Asset Management's website. By clicking the Learn More button, you will be connected to a website maintained by John Hancock Investment Management Distributors LLC, and you acknowledge and agree to the following:

We are providing a link to a third-party website solely as a convenience to you, as this website may provide useful content. We do not control the content on the third-party website, do not guarantee any claims made on it, and do not endorse the website, its sponsor, or any of the content, policies, activities, products, or services offered on the website or by any advertiser on the website. We disclaim any responsibility for the website's performance or interaction with your computer, its security and privacy policies and practices, and any consequences that may result from visiting the website. The link is not intended to create an offer to sell, or a solicitation of an offer to buy or hold, any securities.

About the Fund

John Hancock Asset-Based Lending Fund is a Massachusetts business trust that is registered under the Investment Company Act of 1940, as amended, as a continuously offered, non-diversified, closed-end management investment company.

 

Fund shares are illiquid and, therefore, an investment in the fund should be considered a speculative investment that entails substantial risks. Investors could lose all or substantially all of their investment. Shares of the fund are not listed on any securities exchange, and it is not anticipated that a secondary market for the fund's shares will develop; therefore, an investment in the fund may not be suitable for investors who may need the money they invest in a specified timeframe. Please see the fund's prospectus for additional risks. Request a prospectus from your financial professional, by visiting jhinvestments.com, or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing.

John Hancock Investment Management Distributors LLC, Member FINRA, SIPC, 200 Berkeley Street, Boston, MA 02116, 800-225-5291, jhinvestments.com