Stunned to find out the result of this poll when reading an email from MT this morning. I get the impression that the guys at money thing are as stunned and shocked as I am to find out they have won.
As far as I was concerned and I think everybody else close to the industry, this was a one horse race and the only horse in the race was called COL.
Regardless of what the poll says the platform of the year has been Collateral by whatever indicator you wish to manage it by. A High performing high Returns high amount of new business platform with a level of customer service that frankly is second to none.
I am just over to Collateral now to invest in the new 14% loan.
You left Ly (publicly trashing them as you closed the door) and MT (although perhaps the SM prevented a full exit).
As someone that has never lost a penny, could you help others with how your stratgies are performing?
I always try to learn from them (if only to act in the contrary - for example, by avoiding the junior 14% tranches you allude to).