Rowan Street Capital’s Q4 2020 Investor Letter

Rowan Street Capital LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 48.2% was recorded by the fund for the year end 2020, outperforming its S&P 500 benchmark that returned 18.4%. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.