Rowan Street Capital’s Q4 2023 Investor Letter

Rowan Street Capital, an investment management company, released its 2023 investor letter. The year 2023 proved to be a successful one for the fund as it recorded a net gain of +102.6%. In 2023, Meta Platforms (+194%), Spotify (+138%), Trade Desk (+60%), and Shopify (+124%) were the main contributors to the outperformance. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.

A copy of Rowan Street Capital’s Q4 2023 investor letter can be downloaded here.