Rowan Street Capital’s Q1 2023 Investor Letter

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. The firm believes that the portfolio companies are rapidly repricing in 2023 which were beaten in 2022. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.