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Goldman Says It’s Unlike Private Credit Peers Hit by Redemptions
MINT· 2026-02-27 18:36
(Bloomberg) -- Goldman Sachs Group Inc.’s asset management arm has sought to reassure clients that redemption rates and software exposure are both relatively low in one of its biggest retail-oriented private credit funds. As the $1.8 trillion industry grapples with heightened risk of investor withdrawals from retail funds and scrutiny over borrowers — especially the companies under pressure from the rise of artificial intelligence — the Wall Street firm distanced itself from its peers in a detailed letter T ...
Blue Owl turmoil adds to strain in $2 trillion US private credit sector
Reuters· 2026-02-27 17:13
Blue Owl turmoil adds to strain in $2 trillion US private credit sector | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A logo for Blue Owl Capital is displayed on a midtown Manhattan office building in New York City, U.S., February 24, 2026. REUTERS/Brendan McDermid [Purchase Licensing Rights, opens new tab]- Companies- Summary- Private credit market faces increased competition and valuation concerns- AI advances threaten software ...
Blue Owl: Buy The Panic
Seeking Alpha· 2026-02-27 14:22
Core Viewpoint - The article highlights the expertise of James Foord, an economist with a decade of experience in analyzing global markets, and his leadership of The Pragmatic Investor, which focuses on building diversified investment portfolios to preserve and increase wealth [1] Group 1: Company Overview - The Pragmatic Investor is an investing group that covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] - The group aims to guide investors of all levels through features such as a dedicated portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for discussions [1]
2 Dividend Stocks We Are Buying On This Dip
Seeking Alpha· 2026-02-27 12:15
Group 1 - The company invests thousands of hours and over $100,000 annually to identify profitable investment opportunities, resulting in over 200 five-star reviews from members [1] - The release of the Top Picks for 2026 is highlighted, with a limited-time offer for access through a 30-day money-back guarantee [1] - Samuel Smith, the lead analyst, has a diverse background in dividend stock research and holds advanced degrees in engineering and mathematics, leading the High Yield Investor group [1] Group 2 - The High Yield Investor group focuses on balancing safety, growth, yield, and value in their investment strategies [1] - The services provided include real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [1] - An active chat room for like-minded investors is part of the offerings, enhancing community engagement [1]
A 12%+ Yield Trading For Pennies On The Dollar: Blue Owl Capital
Seeking Alpha· 2026-02-26 23:26
Core Insights - Blue Owl Capital Corporation (OBDC) is currently trading at over a 20% discount to its net asset value, despite successfully executing a third-party loan sale at book value, which validates its valuation methodology [2]. Company Overview - Blue Owl Capital Corporation operates as a Business Development Company (BDC) and is focused on disciplined, income-oriented investment strategies [2]. - The company is led by Samuel Smith, who has extensive experience in dividend stock research and investment, and is supported by a team that includes Jussi Askola and Paul R. Drake [2]. Investment Strategy - High Yield Investor emphasizes a balanced approach to safety, growth, yield, and value, offering various portfolios including core, retirement, and international options [2]. - The service provides regular trade alerts, educational content, and an active community for investors [2].
Nvidia Hit by Profit Taking but $300 Target Still in Sight
Investing· 2026-02-26 20:37
Market Analysis by covering: AEX, Dow Jones Industrial Average, Eli Lilly and Company, PGS ASA. Read 's Market Analysis on Investing.com ...
Private Credit’s Great Divide: Imminent Crisis or ‘No Big Deal’
Yahoo Finance· 2026-02-26 15:33
As the war of words rages on, the market damage is undeniable. Just this year, shares of Ares Management Corp. have plunged 26%, Blue Owl is down 24%, Blackstone Inc. has dropped 23% and Apollo Global Management Inc. has slumped 19%, as shareholders take flight from asset managers that have plowed into private credit.Bank analysts are also jumping into the fray. Bank of America Corp. called Blue Owl a buy, blasting “misinformation” around the money manager. Those at UBS Group AG, though, now see an even ble ...
Blue, Owl Be Back
Seeking Alpha· 2026-02-26 15:06
Group 1 - The Conservative Income Portfolio aims to target value stocks with high margins of safety while reducing volatility through well-priced options [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - The performance of these portfolios is benchmarked against a 60:40 allocation [1] Group 2 - The investment group Trapping Value has over 40 years of combined experience in generating options income and focuses on capital preservation [2] - The Conservative Income Portfolio is run in partnership with Preferred Stock Trader, featuring two income-generating portfolios and a bond ladder [2] - The Covered Calls Portfolio aims for lower volatility income investing, while the fixed income portfolio targets securities with high income potential and significant undervaluation [2]
Jim Cramer on Blue Owl Capital: “Things Just Seem to Be Getting Worse Here, Not Better”
Yahoo Finance· 2026-02-26 15:02
Blue Owl Capital Inc. (NYSE:OWL) is one of the stocks that was on Jim Cramer’s radar recently. Cramer discussed the company’s changing strategies, as he stated: … Starting last year, one of Blue Owl’s oldest BDCs, a private one called Blue Owl Capital Corp II, ran into trouble. These things typically have gating rules about how much of the fund can be withdrawn in any given quarter. For Blue Owl Capital II, it’s a 5% limit on redemptions, and they hit that limit in both the second and third quarter. Now th ...