Rowan Street Capital’s Q2 2024 Investor Letter

Rowan Street Capital, an investment management company, released its second-quarter 2024 investor letter. The fund generated a +26.2% (net of fees) return in the first half of the year surpassing the +15.3% return for the S&P 500 index in the same period. The fund has generated a net return of +43.2% over the past 12 months, ending June 30. This figure outperforms the S&P 500’s +24.6% return. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

A copy of Rowan Street Capital’s Q2 2024 investor letter can be downloaded here.