Rowan Street Capital 1Q23 Performance Update

Rowan Street Capital performance update for the first quarter ended March 31, 2023.

Q1 2023 hedge fund letters, conferences and more

Dear Partners,

Rowan Street gained +49.2% in the first quarter of 2023. Our top two positions we discussed in our 2022 year-end letter were the biggest contributors to the outperformance (Spotify +69%, Meta +76%).

Below we listed some historical annual returns for our core holdings. As you can see, in any given...