Was Alexander West’s Blue Pool Capital Right About These 5 Stocks?

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1. Blue Owl Capital Inc. (NYSE:OWL)

Blue Pool Capital’s Stake Value: $947,263,000

Stock performance over the past 12 months through November 25: -24%

Blue Owl Capital Inc. (NYSE:OWL) is a direct lending platform which offers mezzanine loans and equity-related instruments to its clients. Blue Owl Capital Inc. (NYSE:OWL) is the largest holding in Blue Pool Capital’s Q3 portfolio, with the hedge fund owning 60.8 million shares of Blue Owl Capital Inc. (NYSE:OWL), worth $947.2 million, representing 68.12% of the fund’s total investments. 

On November 9, Blue Owl Capital Inc. (NYSE:OWL) announced a $0.09 per share quarterly dividend, in line with previous. The dividend was paid on November 30. 

Goldman Sachs analyst Alexander Blostein maintained a Buy rating on Blue Owl Capital Inc. (NYSE:OWL) with an unchanged price target of $21 and added the stock to the firm’s Americas Conviction List on January 3.

You can also take a look at 10 Stocks Under Investors’ Radar After Posting Their Financial Results and 10 Top Stock Picks of Mario Gabelli

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