Rowan Street Q2 2025 Letter
Source: SeekingAlpha
2025-07-13 11:53:00 ET
Dear Partners,
The first half of 2025 has been another strong period for Rowan Street. As of June 30, our fund is up +20.1% (net of fees) year-to-date, capping off a remarkable three-year run. Since mid-2022, we’ve compounded capital at approximately 51.7% (net) annually, delivering a +249% cumulative return. These are rare numbers, and while we don’t expect this pace to continue indefinitely, we believe it’s a powerful reflection of what’s possible when our investment philosophy is applied with discipline and patience....
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Rowan Street Q2 2025 Letter
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