Blue Owl Capital Addresses AI Concerns with Q4 Performance Data

Blue Owl Capital is trying to refocus investors on its performance, pointing to Q4 results as proof that concerns about AI risk to its software holdings are unfounded. The private-credit firm's recent slide in share price has led to worries about the impact of AI on firms that invest in the software industry through private equity or credit. Blue Owl and Ares Management have been the biggest losers among publicly traded private-markets asset managers in the past week.