Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Rowan Street posts a solid +20.4% YTD return, driven by concentrated high-quality compounders, and details its high-conviction reallocation from Spotify into a new 12% stake in Tesla.
Full Quick Take
Rowan Street posts a solid +20.4% YTD return, driven by concentrated high-quality compounders, and details its high-conviction reallocation from Spotify into a new 12% stake in Tesla.
