Close Menu
    Facebook X (Twitter) Instagram
    Learn And Fix
    • Contact Us
    • About Us
    • Business
    • Home Improvement
    • Health
    • Automotive
    • Travel
    • Technology
    Learn And Fix
    Home ยป 7 Basis Points: The Loss Rate That Earned Blue Owl Capital a Rare BDC Upgrade
    Finance

    7 Basis Points: The Loss Rate That Earned Blue Owl Capital a Rare BDC Upgrade

    Michael J. JohnsonBy Michael J. JohnsonMay 13, 2026No Comments2 Mins Read
    Facebook Twitter Pinterest LinkedIn Tumblr Email
    Share
    Facebook Twitter LinkedIn Pinterest Email

    Seven basis points. For every $10,000 deployed across Blue Owl Capital’s direct lending platform since 2016, roughly 70 cents per year was lost to actual credit defaults. That annualized figure, calculated across both OBDC and OCIC through year-end 2025, is what Moody’s highlighted as a key factor in its January 2026 upgrade of both vehicles to Baa2 (https://finchannel.com/moodys-upgrades-blue-owl-bdcs-to-baa2/129475/american-business-trends/2026/02/).

    OBDC’s standalone figure was higher at 27 basis points since its April 2016 inception, but still among the lowest realized loss rates in the BDC industry over the same period. For a rating agency evaluating the creditworthiness of unsecured debt, realized loss experience is the closest thing to proof that the underwriting works.

    How the Number Was Built

    Several structural factors contributed to the result. Borrower size sits at the top of the list. OBDC’s borrowers carried a weighted average EBITDA of $229 million; OCIC’s averaged $296 million (https://www.investing.com/news/stock-market-news/blue-owl-capital-corporation-upgraded-to-baa2-by-moodys-93CH-4461248). Companies at that scale typically have more diversified revenue, deeper access to refinancing channels, and the institutional resources to negotiate through credit stress rather than default through it.

    First-lien concentration reinforced borrower quality. 74% of OBDC’s investments at fair value were first-lien or unitranche, while OCIC held 88% at that seniority level. Loan-to-value ratios in the 30% to 40% range meant a substantial equity cushion absorbed losses before Blue Owl Capital’s debt positions were at risk.

    One Important Caveat

    Moody’s acknowledged a significant qualification: the track record doesn’t include a prolonged, severe recession. The nine-year window covers genuine stress. COVID-19 disrupted borrower operations worldwide, and the 2022-2023 rate increases were the fastest in four decades. But sustained unemployment, depressed consumer spending over multiple years, and a broad contraction in corporate earnings haven’t been part of the testing environment.

    The agency concluded that the structural approach, combined with modest leverage levels, should protect creditors from losses. That’s a carefully worded statement: confidence in the architecture, with an honest acknowledgment that certain conditions haven’t yet tested it.

    A 7 basis point loss rate is a fact about the past nine years. The structural choices that produced it (borrower size, LTV discipline, first-lien seniority) are what will matter during the conditions that haven’t arrived yet.

    Share. Facebook Twitter Pinterest LinkedIn Tumblr Email
    Michael J. Johnson

    Related Posts

    WC Policy or ESIC? Learn the Key Differences

    March 12, 2025

    How to Minimize Fees in Your Financial Accounts

    November 27, 2024

    How to Invest in Foreign Stocks from India?

    September 20, 2024

    Comments are closed.

    Popular Post
    Finance

    7 Basis Points: The Loss Rate That Earned Blue Owl Capital a Rare BDC Upgrade

    By Michael J. JohnsonMay 13, 20260

    Seven basis points. For every $10,000 deployed across Blue Owl Capital’s direct lending platform since…

    How Professional Cleaning Enhances Property Value Over Time

    April 2, 2026

    Choosing Tote Bags Based On Daily Needs and Lifestyle Balance

    March 26, 2026
    Categories
    • Automotive
    • Business
    • Casino
    • Cleaning
    • Dating
    • Education
    • Entertainment
    • Environment
    • Fashion
    • Finance
    • Food
    • Games
    • Health
    • Home Improvement
    • HVAC Contractor
    • Industry
    • Law
    • Lifestyle
    • Online Gaming
    • Pet
    • Relationship
    • Shopping
    • Sports
    • Technology
    • Travel
    • Uncategorized
    • Wedding
    • Wildlife
    • Contact Us
    • About Us
    © 2026 learnandfix.com. Designed by learnandfix.com.

    Type above and press Enter to search. Press Esc to cancel.