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Posted by
Two Blokes Jun 6 -
Filed in
Stock
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10 views
Blue Owl Capital Corporation delivered a solid 2% total NAV return in Q1, outperforming the average in our coverage. Portfolio quality remains strong with low non-accruals, increased first-lien exposure, and minimal tariff risk due to domestic focus. OBDC's valuation is slightly above historical averages, but OBDC's consistent sector-beating performance justifies a continued allocation.
