Rowan Street Capital Q2 2022 Investor Letter

Rowan Street Capital, an investment management company, released its first half of 2022 investor letter. A copy of the same can be downloaded here. At the end of the first half, the fund is 57% down, the second quarter contributed the majority of the fund’s decline, which was -41%. However, at the end of July 20, the fund was 19% up.  For more information on the fund’s top picks in 2022, please check its top five holdings.