Analyst Says Blue Owl's Private-Credit Fears Are Overblown
TL;DR
Blue Owl Capital’s shares dipped after it paused redemptions at its first retail private-credit fund, fueling worries about private-credit risk; Oppenheimer’s Chris Kotowski says the fears are overblown, pointing to rising NAVs and the fund’s illiquidity being part of the strategy.
- Blue Owl Stock Has Plunged on Private Credit Fears. This Analyst Says They’re Overblown. Barron's
- Big Lenders’ Risky Loans Are Rattling Wall Street - The New York Times The New York Times
- They Built the Hottest Firm on Wall Street. Now They Have to Save It. WSJ
- Bets Against Blue Owl Hit All-Time High on Private Credit Fears Bloomberg.com
- Investors learn about private credit the hard way Axios
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