Blue Owl Capital Inc. (OWL)

We have a great track record with asset managers. We picked Patria as our Top Pick in early 2025. Blue Owl Capital Inc. is next. With 20%+ annual growth, a near 5% yield, and some multiple expansion, ...

OTF offers a 10.1% yield and trades at a 7% discount; it faces near-term pressure from lock-up expiries. Portfolio quality is strong with low non-accruals and high diversification, but modest yields a...

HBDC's top holdings include high-quality BDCs and investment-grade bonds, offering stable yields above 5.5% for conservative investors. Blue Owl Technology Finance Corp stands out with strong scale, a...

We take a look at the action in business development companies through the second week of June and highlight some of the key themes we are watching. BDC sector valuations remain slightly below histori...

The AI boom is likely going to be the dominant macro theme for the coming decade. However, most of the AI opportunities are already richly valued by Mr. Market. That said, there are a few stocks that ...

The Undercovered Dozen series highlights 12 lesser-covered stocks weekly, providing investment ideas and sparking community discussion on their potential. Featured ideas include Kraken Robotics' explo...

Blue Owl Capital remains a strong dividend play, with solid net investment income and a 1.08x dividend coverage ratio despite a rise in non-accruals. The recent merger boosted the BDC's portfolio valu...

Blue Owl Capital's high permanent capital base, strong fee growth, and expanding real assets should support consistent earnings across market cycles. Recent launches, including the OTF public listing ...