Growth PotentialThe successful integration of recent deals and clearer organic growth could lead to a re-rating of Blue Owl's valuation.
Liquidity EnhancementOBDC II plans to reinstate its quarterly tender program, restoring liquidity for shareholders.
Valuation OpportunityOWL’s valuation prices in credit headwinds, creating opportunity with perpetual AUM, strong WM distribution, and FRE-rich earnings.