Highly Leveraged Asset Management Companies

Total Debt
Total DebtEfficiencyMarket RiskExp Return
1STT-PG State Street
15 B
 0.03 
 0.75 
 0.03 
2NTRSO Northern Trust
12.38 B
 0.05 
 0.96 
 0.05 
3OAK-PB Oaktree Capital Group
7.82 B
 0.09 
 0.87 
 0.08 
4PFG Principal Financial Group
4.11 B
 0.13 
 1.37 
 0.17 
5ATCO-PD Atlas Corp
3.73 B
 0.07 
 0.53 
 0.03 
6ATCO-PH Atlas Corp
3.73 B
 0.07 
 0.48 
 0.03 
7APO-PA Apollo Global Management
2.86 B
(0.10)
 2.12 
(0.21)
8PSEC-PA Prospect Capital
2.58 B
(0.04)
 1.40 
(0.06)
9KYN Kayne Anderson MLP
1.01 B
 0.08 
 1.36 
 0.11 
10AAMI Acadian Asset Management
616.1 M
(0.01)
 2.00 
(0.02)
11MSIF MSCome Fund,
599.77 M
 0.16 
 158.08 
 25.24 
12ECCF Eagle Point Credit
568.58 M
 0.17 
 0.25 
 0.04 
13GAINN Gladstone Investment
243.81 M
 0.10 
 0.37 
 0.04 
14EICA Eagle Point Income
138.55 M
 0.11 
 0.37 
 0.04 
15EIC Eagle Pointome
138.55 M
 0.03 
 0.96 
 0.02 
16OCCI OFS Credit
92.17 M
(0.08)
 1.00 
(0.08)
17OCCIN OFS Credit
62.19 M
 0.10 
 0.33 
 0.03 
18OCCIO OFS Credit
62.19 M
 0.10 
 0.44 
 0.04 
19BCGWW Binah Capital Group,
42.55 M
 0.04 
 19.30 
 0.68 
20LIEN Chicago Atlantic BDC,
3.02 M
(0.05)
 2.06 
(0.10)
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively. In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.