Rowan Street Capital, an investment management company, released its first half 2023 investor letter. A copy of the same can be downloaded here. The fund gained +78.5% in the first half compared to a +16.8% gain for the S&P 500 Index. The fund’s portfolio is dominated by digital platform businesses. In addition, you can check the […]
Rowan Street Capital, an investment management company, released its first half 2023 investor letter. A copy of the same can be downloaded here. The fund gained +78.5% in the first half compared to a +16.8% gain for the S&P 500 Index. The fund’s portfolio is dominated by digital platform businesses. In addition, you can check the […]
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” first-quarter 2023 investor letter. A copy of the same can be downloaded here.
Rowan Street Capital, an investment management company, released its first quarter 2023 investor letter. A copy of the same can be downloaded here. The fund gained +49.2% in the first quarter.
Rowan Street Capital, an investment management company, released its first quarter 2023 investor letter. A copy of the same can be downloaded here. The fund gained +49.2% in the first quarter.