Owl Rock
Blue Owl Capital is one of the largest direct lenders in the United States with over $71 billion in assets under management. The team is comprised of investment professionals with significant and diverse experience from some of the world’s leading investment firms and financial institutions.
The team works with borrowers across industries and sectors with a focus on serving as the capital partner of choice for leading private companies. Blue Owl’s relationship-oriented approach to investing provides companies with sizeable commitments to facilitate transactions and support their growth needs with certainty speed and transparency throughout the entire investment process.
By the Numbers
$0B
Assets under management
0+
Investment Professionals
0+
Deals closed
0
Sponsor Relationships
Investment Process
Deal Approval
Review of business growth, deal terms and all credit agreements
Ongoing Monitoring
Proactive review process and regular contact with portfolio company management teams
Deal sourcing
An independent origination process with extensive network of industry contacts and portfolio company relationships
Deal Origination
Exhaustive review of financial information while working closely with private equity sponsors
Structuring & diligence
Thorough review process focused on identifying and mitigating risk, including onsite visits and company management meetings
Investment Committee Review
Analysis of downside protection and preservation of capital with focus on asset coverage and collateral
Multi-Industry Solutions Provider
Business services
Consumer products & retail
Food & beverage
Healthcare services
Distribution & logistics
Manufacturing & industrials
Software & technology
Telecommunications & IT Infrastructure
Transportation
Energy & natural resources
A History Of Compelling Credit Performance
Since Inception, Blue Owl’s annual loss rate of approximately 0.06% has outperformed market averages over that same time period.
Average Annual Loss Rates1,2
Blue Owl Credit Experience3
As of March 31, 2023. Past performance is not a guarantee of future results. There can be no assurance that historical trends will continue during the life of any fund. 1. Average annual loss rate based on total annual net realized losses across Owl Rock platform divided by the average aggregate quarterly cost of investments. The loss rate is based on the average loss rates in each year since inception from 2016 to 1Q23. 2. Source: SP LCD, Cliffwater, JP Morgan. Market loss rates calculated as average loss rates and defined as: for loans, based on SP LCD default rates for all loan $ defaults as percentage of total outstanding and calculated as default*(1 – average historical Recovery Rate) from 2016 to 1Q23; Direct Lending based on Cliffwater Direct Lending Index realized gains/losses from 2Q16 to 4Q22; High Yield Bonds based on JP Morgan Default Monitor annual defaults and calculated as default* (1 – average historical Recovery Rate) from 2016 to 1Q23; Recovery rates for loans of range from 48-63% by year and 22-55% for bonds and are based on JP Morgan Default Monitor, May 1, 2023. 3. Owl Rock credit experience based on investments made across the platform and in all direct lending strategies.
