Blue Owl Capital: A Good Long-Term Investment

  • Blue Owl Capital's high permanent capital base, strong fee growth, and expanding real assets should support consistent earnings across market cycles. Recent launches, including the OTF public listing and the ODI III digital infrastructure fund, are expected to drive ~$450M in new annual management fees. Retail fundraising is now a core strength, providing steady inflows and broadening the investor base. This supports OWL's ambitious AUM and FRE targets.