(MT Newswires) - Blue Owl Capital's joint managing director Marc Lipschultz reports that the firm's portfolio of 350 companies is currently in good shape and shows no signs of weakness, despite the interest rate shocks of the past year. He notes that the economy, through the prism of their portfolio, looks positive, with impressive EBITDA growth of 15% on average in the last quarter for these companies.
He also points out that, even with interest rates rising to levels that many have not seen in their working lives, their portfolio companies are doing well. There are no warning signs of economic weakness, such as frequent requests for changes to loan terms or interest payments in kind, which would indicate financial problems.
