Rowan Street Capital, an investment management company, released its Q3 2023 investor letter. A copy of the same can be downloaded here. The fund gained -6.1% (net) in the third quarter compared to a -3.3% return for the S&P 500 Index. Year-to-date the fund gained +67.6% (net) compared to +13.1% return for the benchmark. In addition, […]