Blue Owl Capital (OWL)

Permanent capital, alternative-asset compounding, and an 8%+ dividend yield while you wait.

Blue Owl is one of the largest alternative-asset managers in the world — with 85% of capital permanent or long-duration. The stock retraced from $20s to ~$10. Our research note explains why we think the franchise is mispriced.

What’s inside

• The permanent-capital advantage — and why it makes Blue Owl fundamentally different from a fundraising-cycle alt manager.
• The post-IPO de-rating — what drove it, what’s resolved, and what’s still overhanging.
• The 8.56% dividend at current prices — coverage, durability, and the path to growth.
• Insider buying activity — and what management has signaled with its own capital.

Get the research note

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Note: T&T Capital Management may hold positions in OWL. Research is educational; not a recommendation. Past performance does not guarantee future results. Schedule a free consultation.