Activist hedge funds circle Blue Owl as private credit’s software jitters grow

Saba Capital and Cox Capital say their tender offer for Blue Owl fund shares offer a "liquidity solution" for retail investors.

lunedì 23 febbraio 2026 New tab

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· 5 sources

· 5 sources

Shares of Blue Owl have sunk 30% this year and appear fairly valued, Deutsche Bank wrote.

cnbc.com2 mesi fa

TD Cowen reiterated a buy rating on Blue Owl Capital, while lowering its 12-month price target to $14 from $16, according to a…

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Private credit specialist Blue Owl said it will restrict quarterly liquidity for investors in its retail-focused debt fund.

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Saba, alongside Cox Capital Management, launched a tender offer to purchase shares in one of Blue Owl's non-traded private credit…

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Blue Owl attributed the higher-than-usual requests to "heightened market concerns around AI-related disruption to software…

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Investors' disinterest in getting liquidity at a steep discount comes amid a quarter that saw elevated redemptions across most…

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