1. The author highlights Blue Owl Capital (OWL) as their top investment pick for H2 2025, following Patria Investments (PAX); 2. OWL is positioned for 20%+ annual growth, offers a near 5% dividend yield, and potential multiple expansion, with a projected 3-4x return over five years; 3. The analysis emphasizes the author’s confidence in asset managers and aligns with their track record of high-yield investment strategies.