Blue Owl is often overlooked. Yet the company is benefiting from one of the most exciting financial trends of recent years: more and more capital is flowing out of the traditional banking system into alternative financing and private credit. At the same time, Blue Owl manages enormous assets of institutional investors and earns from this long-term structural trend. For ME, a potential long-term winner in the changing financial world.
@SAUgut777 This is currently correct - for the asset manager. However, $OWL still has around 30 billion of contractually committed uninvested capital (dry powder). This means they can easily increase their AUM enough to cover the dividend.
