Executive Summary
Blue Owl Capital Corp II permanently gated redemptions after retail investors rushed to exit the semi-liquid private credit vehicle, creating the first visible crack in the democratization of alternative investments. The fund sold $1.4 billion in loans at 99.7% of NAV, demonstrating asset quality remains intact, but the timing mismatch between retail liquidity needs and long-dated loan assets has exposed a fundamental structural flaw. This stress is bleeding into individual names: Blue Owl trade...
Key Investment Opportunity
Contrarian Blue Owl Position
Heavy insider buying at $15.06 average versus current $10.75 price, with management demonstrating confidence while asset quality remains intact at 99.7% NAV sales
...and 2 more investment opportunities
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