Rowan Street Capital, an investment management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s performance remained stable in the second quarter, with the portfolio declining about 1$ from the first quarter, resulting in a net return of -21% for the second half of 2026. Despite the stock prices of several holdings facing pressure in 2026, the underlying businesses have performed effectively, marking a trend where stock prices may not align with business performance. This divergence is typical in long-term investing, as business...
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