Rowan Street Capital’s Q2 2021 Investor Letter

Rowan Street Capital LLC, an investment management firm, published its “Summers Value Fund” second quarter 2021 investor letter – a copy of which can be seen here. A return of +4.7% net of fees, was recorded by the fund for the second half of 2021, below the +15.2% return of the S&P 500. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.