Calls
1
Logan Nicholson
Senior Managing Director and member of the Direct Lending Investment Team at Blue Owl
Win Rate
0.0%
return
-0.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 09
$13.12
-0.5%
The direct lending market is healthy and growing within sub-investment grade corporate credit. It is roughly $1.5 trillion, about one-third of the combined public and private sub-investment grade corporate market, with that share up 5-10 points over the last five years. Default/non-accrual rates are at the low end of the three-year range, and borrowers continue choosing private credit on almost a 3-to-1 basis, supporting continued share gains.
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Logan Nicholson has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: BIZD, CORPORATE LENDING MARKETS.
