How many names do you manage at a time ?
How many names do you manage at a time in credit typically ? In terms of live vs monitoring ? 10? 8?
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Based on previous WSO threads, managing names in credit typically involves a mix of live positions and monitoring. Here's a breakdown:
Live Names: The number of active names (live positions) can vary depending on the strategy and the size of the portfolio. For a focused credit portfolio, it might be around 10-20 live names at a time.
Monitoring Names: The number of names under monitoring is significantly higher. A professional might follow 50-150 names to some degree. This includes both close monitoring of potential opportunities and maintaining a superficial familiarity with others, revisiting them when they become topical or experience significant price movements.
The balance between live and monitoring names depends on factors like the firm's strategy, the individual's role, and the market environment.
Sources: Most active credit shops in the market?, Day in the Life--Middle Office (Risk), Leaving a single manager to start a book at a platform, How do top credit shops compare to MM/LMM buyout?, Most active credit shops in the market?
Depends on the shop, but typical range is 8–12 names. Usually 2–4 live deals, rest in monitoring. If it’s direct lending or private credit, it skews heavier on active monitoring since positions are stickier.
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