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Stock impact report

Blue Owl Capital: Do Not Invest With Fund Managers, Instead Own Them [Seeking Alpha]

Blue Owl Capital Inc. Class A (OWL) 
Company Research Source: Seeking Alpha
Last quarter, OWL has proven my thesis, delivering strong results. Fee relate earning and AUM increased notably. The most critical pillar in the company's portfolio is private credit. In an environment with a significant driver behind OWL's success. The company distributes dividends with higher-than-average yields. Expecting future earnings growth, cash returned to the shareholders will keep rising. That said, OWL deserves a strong buy rating due to its business qualities and growth prospects offered with a discount of 23%. Thesis Blackstone ( BX ) dominates the alternative investments landscape. However, there are other quality propositions in the segment. Blue Owl Capital ( NYSE: OWL ) is among the new players with tremendous growth potential. The company has advantages over its bigger peers: a high permanent capital to AUM ratio, a robust fee structure, and a capable management team. OWL had a solid last quarter, realizing impressive AUM and fee-related earnings growth Show less Read more
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