Blue Owl’s Lipschultz seeks to quell fears of ‘red flags’ in software portfolio

As the firm reports record AUM, executives on the earnings call say only 8% of AUM is in software lending, with strong loan-to-value ratios.

BySergio Padilla

6 February 2026•3 mins read

Fund Managers North America BDC Direct Lending AI Earnings Economy Fund Managers Analysis Earnings

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