Eagle Point Credit Company (ECC) Q2 FY26 earnings call

Eagle Point Credit Company reported a strong rebound in NAV for Q2 FY26, driven by recovering loan prices and CLO equity valuations after Q1 volatility. The company actively managed its CLO portfolio through resets and refinancings, while strategically repositioning capital into higher-conviction CLO managers and diversified credit opportunities. Despite a negative NII less realized losses due to portfolio rotation and leverage above target, management remains constructive on the long-term outlook, focusing on capital deployment and strategic partnerships.