Blue Owl’s Lipschultz seeks to quell fears of ‘red flags’ in software portfolio
Executives on the firm's latest earnings call said only 8% of AUM is in software lending, with strong loan-to-value ratios.
9 February 2026•2 mins read
Executives on the firm's latest earnings call said only 8% of AUM is in software lending, with strong loan-to-value ratios.
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Defence funds flood Europe, though mid-market remains ‘largely untouched’
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Number Crunch: Private equity’s AI uptake
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