Market Chatter: PC Giants Have More Exposure to Software Industry Than Filings Suggest

MT Newswires Live03-30

Four large funds marketed to individual investors by Apollo Global Management (APO), Ares Management (ARES), Blackstone (BX), and Blue Owl Capital (OWL) have more exposure to the ailing software sector than the private credit firms' filings suggest, The Wall Street Journal reported Monday, citing an analysis it conducted.

"On average, the four funds classified about 19% of their investments as software, while the Journal found their average software exposure to be about 25%," the report said.

The four firms didn't immediately reply to requests for comment from MT Newswires.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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