IB IBM International Business Machines Corporation 로딩 중... : 애널리스트의 강세 및 약세 의견

OHA's credit selection has exposure to the AI disruption theme, but they claim differentiation by focusing on 'vertical mission-critical software and contractual recurring revenue models' and avoiding 'ARR loans'. — This strategy suggests OHA believes it is less exposed to AI disruption than peers with a focus on riskier, high-growth software credits, potentially protecting its loan portfolio performance.