Reckoner Leveraged AAA CLO ETF (RAAA)
ARCA ARCA Primary 
Unlock CLO Arbitrage With Reckoner Capital's Active Strategy
Fixed-income investors in the current market environment frequently struggle to balance yield generation and credit safety. In a recent webinar with TMX VettaFi, John Kim, CEO of Reckoner Capital, explained why collateralized loan obligations (CLOs) offer an institutional rating arbitrage that remains largely unmatched in structured credit.
Why CLO Optionality Is Essential for Modern Income Investors
The structured credit landscape has evolved rapidly, we believe making structural flexibility and portfolio optionality imperative for modern income investors. That said, collateralized loan obligations (CLOs) have historically offered compelling yield premium potential over traditional bond options like corporate debt.
The Specialist Advantage: Reckoner Capital's Active CLO Focus
In an investment landscape increasingly crowded by ETF generalists, Reckoner Capital stands apart through a singular focus as an active credit manager. Their investment philosophy is rooted in a fundamental principle of serving as a dedicated collateralized loan obligation (CLO) specialist rather than a generalist manager.
Why CLOs Offer More Stable Yield Potential Than Corporate Credit
While traditional corporate bonds remain a default choice for income-focused portfolios, historical default data and market structures reveal a compelling anomaly. Collateralized loan obligations (CLOs) consistently provide a more stable risk profile and strong structural seniority compared to corporate bonds.
Navigate a Challenging Fixed Income Environment With CLOs
In a tricky fixed income environment marked by high interest rates and ongoing monetary policy uncertainty, collateralized loan obligations (CLOs) are emerging as a strategic alternative. However, investors shouldn't blindly assume a passive fund will provide them with the necessary exposure to CLOs.
Beyond Money Markets: Unlock Premium Yields With CLO ETFs
In the current macroeconomic landscape marked by higher-for-longer interest rates, investors looking to optimize their short-term capital allocations may want to consider collateralized loan obligations (CLOs) as a higher-yielding potential alternative to traditional cash proxies like money market funds.
Reckoner CEO Explains the Need for Actively Managed CLO ETFs
The rapid expansion of the collateralized loan obligations (CLO) has introduced ETF options for investors, namely funds that are passive or actively managed. While passive indexes offer easy access to CLO exposure, the inherent mechanics of structured credit support the case for active portfolio construction.
Repricing, Not Retreating: The Strategic Migration to CLOs
When it comes to investing in alternative markets, the private credit market has been garnering attention in recent years. However, a “software selloff” combined with transparency concerns have some investors questioning the space.
2 Options to Capture the Complexity Premium in CLOs
In a Q2 Market Outlook Symposium with TMX VettaFi, and John Kim, CEO of Reckoner Capital Management, it was noted that collateralized loan obligation (CLO) ETFs have captured roughly $6 billion in inflows year to date[1]. One of the notions discussed in the symposium is the “complexity premium” tied to CLOs.
Why Active Management Is Non-Negotiable for CLOs
Investor interest in collateralized loan obligations (CLOs) continues to expand in 2026. TMX VettaFi caught up with Reckoner Capital co-CIO Tim Wickstrom at ETF Exchange 2026 to get a pulse on the CLO ETF market, which is demanding an active mandate.
Rate-Agnostic Income: Why Fed Moves Matter Less for CLOs
A common notion in the fixed income market surrounds rate decisions by the U.S. Federal Reserve as the primary pivot point for portfolio shifts. However, in the collateralized loan obligation (CLO) space, the rate conversation presents a different dynamic.
Q2 Symposium: The CLO Retail Renaissance With Reckoner Capital
Collateralized Loan Obligations (CLOs) were once the domain of institutional finance. However, the advent of ETFs have democratized access to this specialized corner of the structured credit market.
