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Blue Owl Capital Launches U.S. Diversified Direct Lending Strategy with Australia's Koda Capital

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Blue Owl Capital (NYSE: OWL) has launched the Blue Owl Credit Income Fund AUT (OCIC-A) in Australia, partnering with Koda Capital, the country's largest independent wealth management firm. The fund provides Australian financial advisors and wholesale clients access to Blue Owl's U.S. diversified direct lending strategy.

The fund invests in Blue Owl Credit Income Corp (OCIC), focusing on senior secured, floating rate loans to U.S. middle and upper middle-market companies. Koda Capital, managing over A$14 billion in client assets, will serve as a cornerstone partner for Blue Owl's strategic entry into Australia. Channel Investment Management Limited acts as the Responsible Entity, overseeing fund operations within Channel Capital's broader A$57 billion asset servicing platform.

Blue Owl Capital (NYSE: OWL) ha lanciato in Australia il Blue Owl Credit Income Fund AUT (OCIC-A), in collaborazione con Koda Capital, la più grande società indipendente di gestione patrimoniale del paese. Il fondo offre ai consulenti finanziari australiani e ai clienti wholesale l'accesso alla strategia diversificata di prestito diretto di Blue Owl negli Stati Uniti.

Il fondo investe in Blue Owl Credit Income Corp (OCIC), concentrandosi su prestiti senior garantiti a tasso variabile rivolti a società statunitensi di mercato medio e medio-alto. Koda Capital, che gestisce oltre 14 miliardi di dollari australiani in asset dei clienti, rappresenterà un partner fondamentale per l'ingresso strategico di Blue Owl in Australia. Channel Investment Management Limited agisce come Entità Responsabile, supervisionando le operazioni del fondo all'interno della più ampia piattaforma di servizi patrimoniali di Channel Capital, che gestisce 57 miliardi di dollari australiani.

Blue Owl Capital (NYSE: OWL) ha lanzado en Australia el Blue Owl Credit Income Fund AUT (OCIC-A), en asociación con Koda Capital, la firma de gestión patrimonial independiente más grande del país. El fondo brinda a los asesores financieros australianos y clientes mayoristas acceso a la estrategia diversificada de préstamos directos de Blue Owl en EE. UU.

El fondo invierte en Blue Owl Credit Income Corp (OCIC), centrándose en préstamos senior garantizados a tasa variable para empresas estadounidenses de mercado medio y medio alto. Koda Capital, que administra más de 14 mil millones de dólares australianos en activos de clientes, será un socio clave para la entrada estratégica de Blue Owl en Australia. Channel Investment Management Limited actúa como Entidad Responsable, supervisando las operaciones del fondo dentro de la plataforma de servicios de activos más amplia de Channel Capital, que maneja 57 mil millones de dólares australianos.

Blue Owl Capital (NYSE: OWL)� 호주에서 Blue Owl Credit Income Fund AUT (OCIC-A)� 출시했으�, 호주 최대 독립 자산 관� 회사� Koda Capital� 협력했습니다. � 펶드는 호주� 금융 자문가 � 도매 고객에게 Blue Owl� 미국 다각� 직접 대� 전략� 접근� � 있는 기회� 제공합니�.

펶드는 Blue Owl Credit Income Corp (OCIC)� 투자하며, 미국 중견 � 중상� 시장 기업� 대� 선순� 담보 변� 금리 대출에 중점� 둡니�. 고객 자산 140� 호주 달러 이상� 운용하는 Koda Capital은 Blue Owl� 호주 전략� 진출� 핵심 파트� 역할� � 예정입니�. Channel Investment Management Limited� 책임 기관으로� Channel Capital� 570� 호주 달러 자산 서비� 플랫� 내에� 펀� 운영� 감독합니�.

Blue Owl Capital (NYSE: OWL) a lancé en Australie le Blue Owl Credit Income Fund AUT (OCIC-A), en partenariat avec Koda Capital, la plus grande société indépendante de gestion de patrimoine du pays. Le fonds offre aux conseillers financiers australiens et aux clients institutionnels un accès à la stratégie américaine diversifiée de prêts directs de Blue Owl.

Le fonds investit dans Blue Owl Credit Income Corp (OCIC), en se concentrant sur des prêts senior garantis à taux variable destinés aux entreprises américaines de taille moyenne et moyenne supérieure. Koda Capital, qui gère plus de 14 milliards de dollars australiens d'actifs clients, sera un partenaire clé pour l'entrée stratégique de Blue Owl en Australie. Channel Investment Management Limited agit en tant qu'entité responsable, supervisant les opérations du fonds au sein de la plateforme de gestion d'actifs plus large de Channel Capital, qui gère 57 milliards de dollars australiens.

Blue Owl Capital (NYSE: OWL) hat in Australien den Blue Owl Credit Income Fund AUT (OCIC-A) gestartet und arbeitet dabei mit Koda Capital zusammen, dem größten unabhängigen Vermögensverwaltungsunternehmen des Landes. Der Fonds bietet australischen Finanzberatern und institutionellen Kunden Zugang zur diversifizierten Direktkreditstrategie von Blue Owl in den USA.

Der Fonds investiert in die Blue Owl Credit Income Corp (OCIC), die sich auf vorrangige besicherte variabel verzinsliche Darlehen an US-Unternehmen im mittleren und oberen Mittelstandssegment konzentriert. Koda Capital, das über 14 Milliarden AUD an Kundengeldern verwaltet, wird als wichtiger Partner für den strategischen Markteintritt von Blue Owl in Australien fungieren. Channel Investment Management Limited fungiert als verantwortliche Stelle und überwacht die Fondsverwaltung innerhalb der umfangreichen 57 Milliarden AUD Vermögensverwaltungsplattform von Channel Capital.

Positive
  • Strategic expansion into Australian market through partnership with leading wealth manager Koda Capital
  • Access to institutional-grade private credit strategy for Australian investors
  • Diversified portfolio of floating rate loans providing potential hedge against interest rate risk
  • Partnership with Koda Capital (A$14B AUM) enhances distribution capabilities
Negative
  • Potential execution risks in new market entry
  • Success dependent on Australian investor appetite for U.S. private credit

Insights

Blue Owl's Australian expansion through Koda partnership creates new revenue stream in high-growth private credit market.

Blue Owl Capital has strategically expanded its global footprint by launching the Blue Owl Credit Income Fund AUT (OCIC-A) in Australia, partnering with Koda Capital, the country's largest independent wealth management firm managing over A$14 billion in client assets. This market entry gives Blue Owl access to Australia's sophisticated investor base, creating a potentially significant new revenue channel.

The fund provides Australian investors access to Blue Owl Credit Income Corp (OCIC), which focuses on senior secured, floating-rate loans to U.S. middle and upper-middle market companies. This product launch is perfectly timed, as private credit continues to grow globally amid traditional banks' lending pullback. For Blue Owl, this represents a smart diversification of its investor base beyond North America.

The partnership with Koda Capital is particularly valuable as it provides immediate distribution through a respected local partner, avoiding the costly and time-consuming process of building an Australian presence from scratch. Channel Capital's subsidiary will handle the regulatory and operational aspects as the Responsible Entity, further streamlining Blue Owl's market entry.

This expansion demonstrates Blue Owl's execution of its global growth strategy in the private wealth channel, which represents a massive opportunity as high-net-worth investors worldwide increasingly seek private market alternatives. The Australian market, with its sophisticated financial advisors and substantial pension system, represents fertile ground for Blue Owl's institutional-quality credit products.

  • Blue Owl Credit Income Fund AUT (OCIC-A) now available to Australian financial advisors and their clients in partnership with Australia's largest independent wealth management firm.

NEW YORK and SYDNEY, July 7, 2025 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL), a leading alternative asset manager, announced the launch of Blue Owl Credit Income Fund AUT ("OCIC-A" or "the fund"), an Australian unit trust, in partnership with Koda Capital. The strategy is available to Australian financial advisors and their wholesale clients, underscoring Blue Owl's commitment to serving Australia's most sophisticated investors.

The partnership with Koda Capital, Australia's largest independent wealth management firm, is a cornerstone of Blue Owl's strategic entry into the region. With over A$14 billion in client assets under management, Koda is widely recognized for its unwavering commitment to client-first, conflict-free advice. The firm has earned accolades such as the Australian Financial Review's "Best Private Wealth Manager" and is celebrated for its leadership in offering innovative investment solutions to the Australian private wealth channel.

The fund invests in Blue Owl Credit Income Corp (OCIC), a private credit solution that seeks to generate attractive, income-based returns through a diversified portfolio of predominantly senior secured, directly originated floating rate loans to U.S. middle and upper middle-market companies. The strategy is designed to provide consistent income and capital preservation, making it a compelling solution for investors seeking high-quality private credit exposure. With significant scale and a broadly diversified portfolio across industries and borrowers, OCIC is well-positioned to access high-quality deal flow, reduce concentration risk, and deliver stable, risk-adjusted returns to investors.

The fund provides access to Blue Owl's market-leading direct lending capabilities, enabling Koda clients to diversify their portfolios with institutional-grade private credit strategies. The offering is designed to meet the growing demand for differentiated, global alternatives among high-net-worth and sophisticated investors in Australia.

Sean Connor, President & CEO of Global Private Wealth at Blue Owl, commented: "Partnering with Koda Capital is a significant step in our global expansion strategy. Koda's reputation for excellence and innovation aligns perfectly with Blue Owl's mission to deliver institutional-quality private market solutions to the wealth channel. We're excited to bring OCIC-A to Australian advisers and their clients, offering access to a differentiated, high-quality direct lending strategy."

Jonathan Ayres, Managing Partner at Koda Capital, said: "At Koda, our independence gives us the freedom to search globally and select only the most compelling investment strategies for our clients. Seeding this feeder fund reflects our commitment to accessing institutional-grade opportunities on competitive terms delivered locally and tailored for Australian investors."

Channel Capital's subsidiary, Channel Investment Management Limited (CIML), acts as the Responsible Entity for the fund, overseeing essential services such as compliance, risk management, fund administration, custody, financial reporting, and investor services. CIML works with a select group of clients and funds, covering traditional, alternative and private market strategies, with deep expertise in structuring and managing Australian feeder funds for global investment managers. Channel Capital services A$57 billion in assets on behalf of its partners, as of 31 March 2025.

About Blue Owl

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.

With $273 billion in assets under management as of March 31, 2025, we invest across three multi-strategy platforms: Credit, AG˹ٷ Assets, and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

Together with over 1,200 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com

To find out more about OCIC-A, visit

About Koda Capital

Koda Capital is Australia's leading independent wealth management firm, and provides advice to high-net-worth individuals, families, and not-for-profits. With over $14 billion in funds under management (FUM), it delivers tailored investment and strategic wealth solutions that put clients' interests first. Founded in 2014, Koda has more than 50 Partners and has offices in Sydney, Melbourne, Perth and Brisbane, and offers expertise across Investment Strategy, Philanthropy & Social Capital, Structuring & Tax, and Family Leadership. Its independence ensures it remains free from institutional conflicts, allowing it to provide objective, client-focused advice. It is committed to delivering sophisticated investment opportunities, strategic insights, and long-term wealth solutions to help its clients achieve their financial goals.

To learn more, visit

Forward Looking Statements

Certain statements made in this release are "forward looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. When used in this press release, the words "estimates," "projected," "expects," "anticipates," "forecasts," "plans," "intends," "believes," "seeks," "may," "will," "would," "should," "future," "propose," "target," "goal," "objective," "outlook" and variations of these words or similar expressions (or the negative versions of such words or expressions) are intended to identify forward-looking statements. Any such forward-looking statements are made pursuant to the safe harbor provisions available under applicable securities laws and speak only as of the date made. Blue Owl assumes no obligation to update or revise any such forward-looking statements except as required by law.

These forward-looking statements are not guarantees of future performance, conditions or results, and involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside Blue Owl's control, that could cause actual results or outcomes to differ materially from those discussed in the forward-looking statements.

Important factors, among others, that may affect actual results or outcomes include the inability to recognize the anticipated benefits of strategic acquisitions; costs related to acquisitions; the inability to maintain the listing of Blue Owl's shares on the New York Stock Exchange; Blue Owl's ability to manage growth; Blue Owl's ability to execute its business plan and meet its projections; potential litigation involving Blue Owl; changes in applicable laws or regulations; and the possibility that Blue Owl may be adversely affected by other economic, business, geo-political and competitive factors.

Investor Contact

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Head of Investor Relations
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Media Contact

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Principal, Corporate Communications & Government Affairs
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SOURCE Blue Owl Capital

FAQ

What is Blue Owl Capital's (NYSE: OWL) new Australian investment product?

Blue Owl launched the Blue Owl Credit Income Fund AUT (OCIC-A), an Australian unit trust that invests in U.S. direct lending through Blue Owl Credit Income Corp (OCIC).

Who is Blue Owl Capital partnering with in Australia?

Blue Owl is partnering with Koda Capital, Australia's largest independent wealth management firm with over A$14 billion in client assets under management.

What type of investments does the Blue Owl Credit Income Fund AUT focus on?

The fund focuses on senior secured, floating rate loans to U.S. middle and upper middle-market companies, aiming to generate income-based returns and capital preservation.

How will Blue Owl's Australian fund be managed?

Channel Investment Management Limited (CIML) serves as the Responsible Entity, managing compliance, risk, administration, and investor services within Channel Capital's A$57 billion platform.

What is the target market for Blue Owl's new Australian fund?

The fund is available to Australian financial advisors and their wholesale clients, targeting sophisticated investors seeking exposure to U.S. private credit markets.
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