Blue Owl Reduces Software Exposure Amid AI Valuation Risks
Blue Owl Capital Corp cut its software asset allocation to 16 percent in the first quarter. Executives cited uncertainty over the impact of AI on valuations.
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洞察:
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BLUE OWL CAPITAL CORP reduced its software asset exposure to 16% in the first quarter from 19% as AI uncertainty pressures sector valuations. Software holdings declined through natural loan repayments, with executives signaling continued caution. Investors are reassessing high software valuations as private credit firms pivot away from legacy enterprise models.
