Blue Owl Capital

OWL

Market cap $6.55B

Dividend Aristocrats are popular among retirees given their very dependable dividend growth through thick and thin. However, in recent years, many of these stocks have gotten left behind during the AI boom. I detail two opportunities that are beginning to benefit from surprising AI growth catalysts.

SAN FRANCISCO, July 15, 2026 (GLOBE NEWSWIRE) -- Girard Sharp, LLP, a national investment, securities, and class action firm, announces an investigation of potential securities claims on behalf of former Blue Owl Technology Finance Corp. II (“Blue Owl Technology II”) investors who received shares of Blue Owl Technology Finance Corp. (“Blue Owl Technology”) in connection with Blue Owl Technology's merger with Blue Owl Technology II on March 24, 2025.

SAN FRANCISCO, July 14, 2026 (GLOBE NEWSWIRE) -- Girard Sharp, LLP, a national investment, securities, and class action firm, announces an investigation of potential securities claims on behalf of former Blue Owl Technology Finance Corp. II (“Blue Owl Technology II”) investors who received shares of Blue Owl Technology Finance Corp. (“Blue Owl Technology”) in connection with Blue Owl Technology's merger with Blue Owl Technology II on March 24, 2025.

Maintaining adequate diversification is extremely important. However, unless you have simplifying anchors for a portfolio, it can be very easy to lose proper diversification. I share a portfolio strategy - along with specific picks - that can deliver a diversification, low-stress portfolio that generates very attractive income and dividend growth.

Direct lending by U.S. private credit firms fell sharply in the second quarter even as fund-raising by such firms rebounded, underscoring the deviation between capital raised for the asset class and ​the deal flow to absorb it.

NEW YORK, July 8, 2026 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL), a leading alternative asset manager, today announced that funds managed by Blue Owl, together with Moor Park Capital Partners ("Moor Park"), have successfully completed the acquisition of a portfolio of 12 acute-care hospitals operated by Spire Healthcare Group plc, the UK's leading private hospital operator. "The acquisition of the Spire portfolio represents a strategic investment in a portfolio of high-quality UK private hospitals with a market leading tenant, well-structured long-term leases and significantly accelerates the expansion of our European Net Lease strategy," said Marc Zahr, Co-President and Global Head of Real Assets at Blue Owl.

The new venture will help develop advanced conduit and high-count fiber infrastructure to support the rapidexpansion of hyperscale data centers & next-generation connectivity across the United States CHICAGO, July 8, 2026 /PRNewswire/ -- Funds managed by Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL), a leading alternative asset manager, today announced the launch of Kirkwood Infrastructure Group ("Kirkwood IG"), a wholly owned developer and operator of next-generation communications infrastructure supporting the continued digital transformation of the United States. Blue Owl launches Kirkwood Infrastructure Group to power the next generation of U.S. digital connectivity.

Externally managed BDCs have to meet a high bar to qualify for a durable income portfolio. Their fees and sub-optimal incentives provide a structural headwind for long-term compounding. In my portfolio, I hold 2 externally managed BDCs that have passed the test.

Blue Owl Capital has been hammered by fears of AI-driven loan disruption and a private-credit "liquidity mismatch." However, it just showed green shoots that its nightmarish start to 2026 may soon be over. I provide a detailed update on my OWL investment thesis.

Blue Owl Capital faced higher June-quarter redemption requests than peers, but there was some good news: Exit requests at Blue Owl declined from March quarter levels.