Blue Owl Capital: Undervalued Retirement Gem With Durable Growth

2025-10-06 09:15:00 ET

I have been covering Blue Owl Capital ( OWL ) since the very start of 2024, when I issued a rather bullish piece on it. At that time, the valuation multiple seemed way too low relative to a combination of high and significantly growing dividends. After three months into the thesis, OWL had registered 31% in total returns, which mathematically reduced the yield to around 3%. So, in April, 2024, I decided to harvest large chunks of the profit in order to allocate the proceeds into much higher-yielding products....

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