Blue, Owl Be Back

2026-02-26 10:06:48 ET

We have generally had a poor opinion of private equity. Whether it was the investment itself or the managers of private equity, we never really saw the risk-reward as well aligned for our tastes. The main reason behind not wanting to chase either class, came down to valuations. For private equity, it was fairly clear that marking these had usually diverged radically from reality. We saw that in 2022 where tech related private equity mark downs were minimal while the NASDAQ and Invesco QQQ Trust, Series 1 ETF ( QQQ ) were down over 20%....

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