Blue Owl Capital Inc or Blue Owl announced last week it holds clients redemptions from its OBDC II fund.
OBDC II had a redemption limit of 5 % a month. Blue Owl announced last week it would pay off 30 % to investors in OBDC II instead.
With the 1.4 billion USD asset sale Blue Owl aims to calm investors as to the state of the private credit asset managers and especially their exposure to software companies.
18 % of private equity, private credit deal making in 2025 consisted of technology companies.
As a consequence of software and technology exposure value the leading private equity, private credit markets companies' market capitalization fell circa 30 % from their recent peaks
Blue Owl should recover along with the rest of the technology sectors in 2-3 years, according to Wolfteam Ltd.'s projections and estimates.

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