Rowan Street Capital update for the month of August 2022.
Q2 2022 hedge fund letters, conferences and more
Dear Partners,
We typically prefer to communicate with you twice a year or sometimes quarterly, if we find there is important information that we want to share. Given the recent market volatility and a sizable drawdown that you saw on your Q2 statements, we wanted to give you a quick update on the latest fund’s performance and, more importantly, a business update on our top portfolio holdings.
Rowan Street is up +30% since the end of Q2. Although short term fluctuations are typically meaningless and the market can very well go down from here, it is a...

