Blue Owl Trims Software Sector Exposure

Blue Owl trims software sector exposure

Alternative asset manager Blue Owl Capital is reducing its exposure to the software sector in its largest publicly traded private credit vehicle, as concerns grow over how artificial intelligence may reshape valuations and earnings in enterprise software, according to a report by Reuters. The share of software-related assets in Blue Owl Capital Corp fell to 16% in the first quarter, down from 19% previously, according to management. Executives s…

Blue Owl’s $3 Billion Fundraising Win: Private Wealth Still Wants Yield:

(HedgeCo.Net) Blue Owl Capital’s latest fundraising performance offers a sharp reminder that private credit’s volatility has not ended the wealth channel’s appetite for yield. At a time when private credit is facing one of its most intense credibility tests in years, Blue Owl still raised approximately $3 billion of equity through its private wealth channel in the first quarter. According to the company’s Q1 2026 earnings transcript, that capita…