BeBeez Trading Floor roundup with eToro support about the performances of private capital firms listed on global exchanges.
On 19 February, Thursday, Paris-listed Tikehau Capital (+6.6%) released outstanding results for 2025 with a gros fundraising of 10.5 billion euros and a 35% increase of capital investment that led to a 51% improvement of net profits (press release). Furthermore, the firm said it attracted one billon US Dollars for a secondary private debt fund, above the initial target.
NYSE-listed Blue Owl Capital (-12.1%) decided to call off the option for the quarterly redeem of its retail private debt vehicle OBDC II and opted to implement a distribution plan on the ground of asset sales. The firm also announced the disposal of loans worth 1.4 billion US Dollars to insurers and pension funds (press release) for collecting cash. Such a move triggered a sell off for other private debt players like TPG (-10.1%), Ares Management (-8%) and Hamilton Lane (-12.8%) as investors have doubts on the quality of the underlying assets across the sector despite the vehement reaction of the Blue Owl’s top management, who believe that the markets completely misinterpreted the situation.
Private debt firms provided software operators with financing facilities at low spreads while the artificial intelligence may severely impact the financial performance and solvency of these borrowers.
Several private debt firms’ portfolios include small covenants loans that could suffer heavy write-downs or defaults.
Investors fear the exposure to software sector of NYSE-listed private equity giants Tpg (-10%) and Carlyle (-7.2%).
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