Blue Owl Moves Into Short Sellers’ Crosshairs: The Brink
The private credit firm became one of the biggest lenders to software companies, a strategy that’s now raising questions
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Welcome to The Brink. It’s Neil Callanan in London and Olivia Fishlow in New York, where we’ve been looking at short sellers ramping up bets against Blue Owl. We also have news on Aston Martin, Saks and Ineos. Follow this link to subscribe. Send us feedback and tips at debtnews@bloomberg.net.
Blue Owl built its name over the past decade by spearheading direct lending and extending billions of dollars to finance private equity acquisitions of software companies. That strategy is now drawing scrutiny from short sellers.