Bryn Talkington, Managing Partner of Requisite Capital Management, joins CNBC's "Halftime Report" to explain why she's buying more Blue Owl Tech.
Both publicly traded Blue Owl BDCs have lost decent chunks of their market cap levels over the past couple of months. On September, 2025, when I first noticed and analysed OTF, I issued a bearish piece. Since then, the BDC has declined by ~10%. Yet, the Q3, 2025 earnings report positively surprised me (from the portfolio quality perspective).