Rowan Street Capital’s Q4 2021 Investor Letter

Rowan Street Capital LLC, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be seen here. In its letter, the fund said that the recent quarter was particularly tough in terms of market performance for most digital economy stocks and for its focused strategy, where its portfolio declined -12.3%. This resulted in a -19.4% (gross) decline for the full year 2021. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.