Rowan Street Capital LLC, an investment management firm, published its third-quarter 2021 investor letter – a copy of which can be seen here. A return of -13% net of fees, was recorded by the firm for the third quarter of 2021, causing the fund to decline -9.2% (net) year-to-date as of September 30. You can take a look at the fund’s top 5 holdings to have an idea about their best picks for 2021.
Rowan Street Capital, in its Q3 2021 investor letter, mentioned Spotify Technology S.A....
