Growth OpportunitiesThe impact of recent acquisitions should help unlock growth opportunities in the insurance channel, alternative credit segment, and infrastructure/real estate, providing product diversity.
Revenue GrowthThe public listing of OTF/OTF II is anticipated to drive a notable increase in management and part 1 fees for Blue Owl, contributing to future revenue growth.
ValuationAnalysts see the current valuation levels as an attractive entry point, providing a favorable risk/reward ratio.