Growth PotentialKey strengths of OWL include high-growth potential, FRE-centric financials, high perpetual percentage of AUM, and a capital-light approach with a high dividend payout.
Market PositioningThe addition of Atalaya would add to OWL’s existing credit capabilities and establish a position in the fast growing $7tn+ ABF market, while further expanding its offerings for insurance capital.
Mergers And AcquisitionsThe aggressive pace—three deals in three months, has sparked debate, with bulls cheering the company's moves to diversify and better serve the insurance industry.