Group 1 - The article discusses a bearish perspective on Blue Owl Capital (OBDC), contrasting with the prevailing bullish sentiment among analysts [1] - Key metrics and performance indicators were highlighted, suggesting a divergence from the consensus view [1] Group 2 - Roberts Berzins is noted for his extensive experience in financial management, particularly in shaping financial strategies for top-tier corporates [1] - His contributions include institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - Berzins has also worked on developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1]

Core Insights - Retail investors have shown significant interest in five stocks: Super Micro Computer Inc. (SMCI), Hims & Hers Health Inc. (HIMS), Blue Owl Capital Inc. (OWL), Microsoft Corp. (MSFT), and Walmart Inc. (WMT), driven by factors such as retail hype, earnings, AI buzz, and corporate news flow [1] Super Micro Computer Inc. (SMCI) - Retail investors are highly bullish on SMCI, with some jokingly considering betting their entire portfolio on the stock for the upcoming months [7] - The stock has a 52-week range of $27.60 to $62.47, currently trading around $32 to $35 per share, and has fallen 45.74% over the year and 24.52% over the last six months [7] - SMCI exhibits a weaker price trend across all time frames but has a strong growth ranking according to Benzinga's Edge Stock Rankings [7] Hims & Hers Health Inc. (HIMS) - Retail investors believe HIMS could surpass the $20 mark, despite its current trading range of $15 to $16 per share [7] - The stock has a 52-week range of $15.46 to $70.43 and has declined by 76.18% over the year and 63.53% in the last six months [7] - HIMS shows a weaker price trend in all time frames and has a poor value ranking according to Benzinga's Edge Stock Rankings [7] Blue Owl Capital Inc. (OWL) - Retail investors are concerned about the withdrawal limit associated with OWL, which is currently trading around $11 to $13 per share [7] - The stock has a 52-week range of $10.88 to $23.98 and has declined 49.87% over the year and 37.64% in the last six months [7] - OWL has a weaker price trend across all time frames but maintains a solid growth score according to Benzinga's Edge Stock Rankings [7] Microsoft Corp. (MSFT) - Retail sentiment towards MSFT has turned sour, with the stock trading around $398 to $400 per share [7] - The stock has a 52-week range of $344.79 to $555.45 and is down 4.25% over the year and 21.21% over the last six months [7] - MSFT shows a weaker price trend across all time frames but has a solid quality score according to Benzinga's Edge Stock Rankings [7] Walmart Inc. (WMT) - Some retail investors believe that WMT's decline could lead to a rotation back into tech stocks, with the stock currently trading around $124 to $125 per share [7] - The stock has a 52-week range of $79.85 to $134.69 and has returned 28.45% over the year and the last six months [7] - WMT maintains a stronger price trend across all time frames and has a solid quality ranking according to Benzinga's Edge Stock Rankings [8]

Core Viewpoint - The recent decline in asset-manager stocks is primarily attributed to investor concerns regarding the lending standards in the private-credit industry, particularly linked to a fund managed by Blue Owl Capital [1] Group 1: Market Impact - Shares of Blue Owl Capital (ticker: OWL) experienced a significant drop, with weekly losses reaching approximately 12% [1] - Other asset managers with exposure to private-credit businesses, including Ares Management (ARES), Blackstone (BX), Apollo Global Management (APO), and KKR & Co. (KKR), also saw declines in their stock prices during the week [1] Group 2: Investor Sentiment - Investor fears have intensified regarding the potential spillover effects from the private-credit sector, leading to broader anxiety in the market [1] - The selling pressure on asset managers indicates a growing concern about the stability and lending practices within the private-credit industry [1]

Blue Owl BDC's CEO Craig Packer speaks during an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 19, 2025.The latest tremor in the private credit world involved a deal that should've been reassuring to markets. Blue Owl, a direct lender specializing in loans to the software industry, said Wednesday it had sold $1.4 billion of its loans to institutional investors at 99.7% of par value. That means sophisticated players scrutinized the loans and the companies ...

Key insight: Bank of America is putting more focus on private-credit lending as the sector's needs continue to grow.What's at stake: Banks are getting more entangled with asset managers in the $1.8 trillion private credit market at a time when the tide may be shifting for the business.Supporting data: As of the third quarter 2025, banks with more than $100 billion of assets held about 86% of the industry's loans to nonbank financial institutions, according to a Federal Deposit Insurance Corp. analysis.Wall ...

Core Viewpoint - The private credit market, valued at US$3.5 trillion, is facing potential systemic risks as Blue Owl announces the sale of US$1.4 billion in assets to manage debt and alter investor withdrawal methods, raising concerns about liquidity in private markets [1][5]. Group 1: Asset Sale Details - Blue Owl is selling debt investment commitments totaling US$1.4 billion, including US$600 million from Blue Owl Capital Corp. II, US$400 million from Blue Owl Technology Income Corp., and US$400 million from Blue Owl Capital Corp [2]. - The assets are being sold at 99.7% of face value to four North American institutional investors, including pension funds and its own insurance firm, Kuvare [3]. - The debt spans 128 portfolio companies across 27 industries, with a significant concentration in the internet software and services sector [4]. Group 2: Impact on Investors - Proceeds from the asset sale will be used to pay down debt and return 30% of the fund's net asset value to shareholders, pending board approval [5]. - Blue Owl is changing the method of capital withdrawal for investors, moving from a set quarterly withdrawal to a more controlled approach, which has raised concerns about liquidity [5][7]. - The CEO of Blue Owl emphasized that the firm is not halting redemptions but rather accelerating them, allowing investors to receive a larger portion of their capital in a shorter timeframe [7][8]. Group 3: Market Context and Reactions - The announcement has sparked fears of broader systemic risks in the private credit market, reminiscent of past financial crises, although the current situation is not expected to reach similar magnitudes [6]. - The private credit sector, particularly firms like Blue Owl, KKR & Co. Inc., and Apollo Global Management, is experiencing volatility due to heightened concerns about technology sector valuations, especially among companies involved in AI [8].

Bank of America (BofA) has pledged $25 billion of its own funds towards private-credit investments, building on its current direct-lending activities. The bank intends to source these transactions through its capital-markets unit, a division within its investment-banking arm, according to the Financial Times.BofA also promoted Anand Melvani to head of private credit for the global capital market division. Mevani will still assume his position as head of Americas, leveraged finance, the FT reported.The firm ...

Core Points - CoreWeave stock experienced a decline of up to 12% on Friday, despite being up approximately 19% year to date [1] - The decline was triggered by a report indicating that Blue Owl Capital could not secure debt financing for a data center co-developed with CoreWeave, which is located in Pennsylvania [2] - Lenders are hesitant to finance AI firms with below-investment-grade credit, as CoreWeave's debt is rated B+ by S&P Global Ratings, significantly below investment grade [2] - Concerns have been raised regarding the sustainability of CoreWeave's business model, which relies on renting compute power to AI customers, especially given its high debt-to-equity ratio [3] - The enthusiasm for AI has diminished over the past six months, further impacting investor confidence in CoreWeave [3] - A proposed merger between CoreWeave and Core Scientific fell through due to opposition from a major shareholder, raising additional concerns about CoreWeave's financial health [4] - Notable short-seller Jim Chanos has expressed skepticism about CoreWeave's financials and profitability, advising caution for investors in data center stocks [4] - Blue Owl Capital has also been in the news for halting redemptions on one of its private credit funds aimed at retail investors, indicating potential liquidity issues [5]

Key Takeaways Get personalized, AI-powered answers built on 27+ years of trusted expertise. A private credit fund is triggering visions of cockroaches and canaries in coal mines in some investors' minds. Alternative asset manager Blue Owl Capital (OWL) earlier this week said that investors in one of its funds—private credit funds are generally built around loans held outside banks —would have to wait to get their money back as it sells portions of its loan book. That raised concerns that there were bigger i ...

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