Blue Owl Capital: When Private Credit Meets The AI Infrastructure Boom (NYSE:OWL)

Blue Owl Capital ( OWL ) is an alternative asset manager with a concentrated exposure to private credit and AI infrastructure, two market segments where sentiment is getting stretched and where risks have beenFor almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, then moved to a hedge fund, followed by a family office and then finished my career in wealth management. I was 20 on my first day on Bay Street. ...