Re: Blue Owl ‘quake' is not what it seems [Investment Executive - News]
Blue Owl Capital Inc. Class A (OWL)
Company Research
Source: Investment Executive - News
Benjamin Sinclair's opinion piece on Blue Owl Capital reads less like analysis and more like an apology brief for an asset class under strain. By omitting nearly every material fact that makes this episode significant, I believe the article does Investment Executive readers a disservice. Sinclair fails to mention that in November 2025, Blue Owl attempted to merge OBDC II into its publicly traded sibling at terms that would have imposed a roughly 20% loss on OBDC II investors. The advisor community revolted, the merger was killed within days and a class action lawsuit followed alleging material misrepresentation of redemption pressures. He omits that Blue Owl halted quarterly redemptions in November — not last week — and has continued collecting incentive fees from locked-out investors throughout. None of this appears in his account. His core argument — that the US$1.4 billion loan sale at 99.7% of par validates the portfolio — proves too much and too little. Only US$600 million c
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OWL
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- 2/6/26 - Beat
OWL
Sec Filings
- 2/19/26 - Form S-8
- 2/19/26 - Form 10-K
- 2/18/26 - Form 4
- OWL's page on the SEC website