Q: Has the story and your thoughts changed much on Blue Owl? Given the recent META deal and Dimon comments?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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KKR & Co. Inc. (KKR $118.21)
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Blackstone Inc. (BX $145.24)
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Apollo Global Management Inc. (APO $123.87)
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Invesco Global Listed Private Equity ETF (PSP $66.73)
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Carlyle Group Inc (The) - Ordinary Shares (CG $53.30)
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Blue Owl Capital Inc. Class A (OWL $16.14)
Q: In researching the Swedish company EQT, a global powerhouse in finance (listed as EQT on the Stockholm exchange ) I found that EQT.st is the largest holding in PSP, the US-listed ETF that holds alternative asset managers and private equity companies. Many of the businesses held by PSP look attractive, including for example: KKR, OWL, APO, CG and BX. Do you think PSP the ETF is an attractive buy currently over EQT.st? I much prefer EQT.st but I ask you whether you would rather hold one or more of the individual constituents of PSP? If the latter, which companies, if any, do you think have good financial prospects and are at reasonably good prices to buy now?
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KKR & Co. Inc. (KKR $118.21)
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Blackstone Inc. (BX $145.24)
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Ares Management Corporation Class A (ARES $157.96)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.45)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.25)
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Blue Owl Capital Inc. Class A (OWL $16.14)
Q: Have you warmed up to OWL since your March 2025 comment? OWL currently rates a strong buy in the financial sites I have access to. If your views are unchanged, do you have another private equity-cum-asset manager that you favor? OWL seems to have stronger, favorable buy ratings than BX, or CG. If not OWL, would you prefer Apollo and why.
Q: Your views please ? Would you be a buyer ? Entry price ?
Gratefully,
J.D.
Gratefully,
J.D.
Q: Hi 5i Team - Could you provide a brief summary of Blue Owl Capital in the U.S. including what it does, its balance sheet and other fundamentals, insider holdings and your opinion on whether this might be a stock to consider taking an initial position in. Thanks.