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Blue Owl private credit fund will lower software exposure, CEO says
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Blue Owl private credit fund will lower software exposure, CEO says

Yahoo Finance · May 7, 2026, 4:24 PM · Also reported by 4 other sources

Key takeaways

  • Blue Owl private credit fund will lower software exposure, CEO says Isla Binnie Thu, May 7, 2026 at 11:24 PM GMT+7 2 min read OBDC By Isla Binnie
  • The share of software assets in Blue Owl ​Capital Corp declined to 16% from 19% in the first quarter of the year, Craig Packer told analysts on a conference call on Thursday.
  • This happened "naturally" as borrowers repaid loans, Packer said.

Blue Owl private credit fund will lower software exposure, CEO says Isla Binnie Thu, May 7, 2026 at 11:24 PM GMT+7 2 min read OBDC By Isla Binnie

NEW YORK, May 7 (Reuters) - Blue Owl s biggest publicly traded private credit fund will look to reduce its exposure to ‌software, the fund s chief executive said, as uncertainty about the impact ‌of artificial intelligence on the sector roils valuations.

The share of software assets in Blue Owl ​Capital Corp declined to 16% from 19% in the first quarter of the year, Craig Packer told analysts on a conference call on Thursday.

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