rowanstreetcapital
Rowan Street Capital commentary for the second quarter ended June 30, 2021, discussing their investments in Spotify Technology SA (NYSE:SPOT) and Facebook, Inc. (NASDAQ:FB). Q2 2021 hedge fund letters, conferences and more Dear Partners and Friends, Rowan Street Capital celebrated its 6 year anniversary in March. It’s been an amazing and truly rewarding journey full of lessons, ups and downs, successes and challenges. In our very first letter to partners back in 2015 we wrote: “Our vision is to build something special at Rowan Street Capital where our partners can visualize themselves as part ...
ValueWalk
Rowan Street Capital commentary for the year ended December 30, 2020, discussing their value investing approach to the 21st century. Q4 2020 hedge fund letters, conferences and more Rowan Street Capital (RSC) Performance Dear Partners, Rowan Street had a very successful 2020 — our best year since inception. Our fund recorded a return of +48.2% (net of fees and fund expenses), compared to +18.4% for the S&P 500 index. Since 2017 (fully invested period), our fund has returned +85.8% (net of fees) vs. +48.4% for the S&P 500. On an annualized basis, this equates to +22.9% per year vs. +14.1% for t...
ValueWalk
Rowan Street Capital commentary for the third quarter ended September 30, 2020, discussing their Alibaba investment thesis.Q3 2020 hedge fund letters, conferences and moreRowan Street Performance vs. the S&P 500Dear Partners,We had another very successful quarter. Rowan Street recorded a return of +14.9% (gross), compared to +9.1% for the S&P 500 Index. This brings our 2020 year-to-date return to +38.3% (gross) compared to +5.6% for the S&P 500. Since 2018 (fully invested period), our fund has returned +85.3% (gross) vs. +32.5% for the S&P 500. On an annualized basis, this equates to +25.1% pe...
ValueWalk
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