ricardoreitmeyer Overview I was fortunate enough to start a position in Blue Owl Capital Corporation (NYSE:OBDC) in October 2022 and snagged my first set of shares around the $10.50 mark. Since then, I've steadily added small batches at a time, while also reinvesting all dividends. However, as the price started to creep back towards all-time highs, I wanted to assess whether or not it's appropriate to continue building up my position size here. After all, the stock does trade at a slight premium to NAV (net ...

Blue Owl Capital Inc (NYSE:OWL) Q1 2024 Results Conference Call May 2, 2024 10:00 AM ET Company Participants Ann Dai - MD & Head of Investor Relations Marc Lipschultz - Co-Founder, Co-CEO & Director Alan Kirshenbaum - Chief Financial Officer Alex Blostein - Goldman Sachs Brennan Hawken - UBS Glenn Schorr - Evercore ISI Steven Chubak - Wolfe Research Craig Siegenthaler - Bank of America Bill Katz - TB Colin Patrick Davitt - Autonomous Crispin Love - Piper Sandler Brian Mckenna - JMP Securities Good morning, ...

Investors are always looking for stocks that are poised to beat at earnings season and Blue Owl Capital Inc. (OWL) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Blue Owl Capital is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pre ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________ FORM 10-K ___________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39653 ___________________________ BLUE OWL CAPITAL INC. (Exact name of regis ...

Glenn Schorr Good morning. So I love all the growth, and I love the outlook stuff. You're doing everything that you said you were going to do. I know we've talked about this before, but I like hearing it continue. Your confidence in Owl defending its big fee premium, you do get paid well for what you do. You are putting up good returns, but your fees are towards the high side of the peer group. So can we just talk through that a little bit? Thank you. Marc Lipschultz Sure. Well, without sounding snarky at a ...

| --- | --- | |------------------|-------| | | | | February 9, 2024 | | Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $165 billion in assets under management as of December 31, 2023, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional and individual investors differentiated ...

1 As of September 30, 2023 Important Notice Real Estate • Distributable Earnings of $229.5 million, or $0.16 per Adjusted Share 8 AUM Fee-Paying AUM Permanent Capital Credit GP Strategic Capital Real Estate (dollars in billions) (dollars in billions) (dollars in billions) $132.1 $156.9 $65.7 $79.5 $47.8 $18.6 $51.4 $25.9 3Q'22 3Q'23 $84.1 $97.0 $45.3 $54.3 $28.5 $28.6 $10.4 $14.1 3Q'22 3Q'23 $106.0 $123.1 $50.2 $60.4 $47.8 $51.4 $8.0 $11.3 3Q'22 3Q'23 About Blue Owl Together with over 650 experienced profes ...

 Conference Call Participants Ladies and gentlemen, thank you for standing by. My name is Bhavesh, and I will be your conference operator today. At this time, I would like to welcome everyone to the Blue Owl Q3 2023 Conference Call. All lines have been placed on mute to prevent any background noise. After the speakersÂ' remarks, there be a question-andanswer session. [Operator Instructions] Thanks, Operator, and good morning, everyone. Joining me today are Doug Ostrover and Marc Lipschultz, CoChief Executi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________ FORM 10-Q ___________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39653 ___________________________ BLUE OWL CAPITAL INC. (Exact name ...

Blue Owl's Second Quarter 2023 Highlights - Key Metrics (dollars in billions) Permanent Capital AUM FPAUM | --- | --- | --- | --- | --- | --- | --- | |------------|-----------------|--------------------------|-------|-------|-------------------------|--------| | | | | | | | | | 26% $119.1 | $149.6 | 21% $77.5 | $93.6 | | 24% $95.5 | $118.6 | | | | | | | | | | 2Q'22 | 2Q'23 | 2Q'22 | 2Q'23 | | 2Q'22 | 2Q'23 | | | Total Fundraise | Private Wealth Fundraise | | | Institutional Fundraise | | | | | | | | | | | 1 ...