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Rowan Street Capital 1Q21 Performance Update

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Jacob Wolinsky
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Rowan Street Capital performance update for the first quarter ended March 31, 2021.

Q1 2021 hedge fund letters, conferences and more

Dear Partners and Friends,

As of 31 March 2021, Rowan Street Capital had a gain of 0.5% since the start of the year. Since December 2017, the fund has compounded at 21.2% per annum after fees.

Rowan Street Capital

Fund Description

Founded in 2015, Rowan Street Capital is a private investment fund focused on long-term ownership of a few
“extraordinary” businesses.

We are neither “value” nor “growth” investors. We are compounding investors!

Our goal is simple: to compound capital at high rates of return over a long period of time.

Rowan Street manages capital on behalf...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.