Blue Owl Technology Finance: Buying The Fear In The Right Place (NYSE:OTF)
· seekingalpha.com
Blue Owl Technology Finance (OTF) offers a compelling risk-reward profile, trading at ~67% of NAV with double-digit yield and strong credit metrics.
My view around the recent valuation compression (and private credit fears) surrounding BDCs is that markets are pricing credit stress well ahead of actual visib...