Rowan Street Capital 2Q19 Commentary: Chipotle Case Study

Rowan Street Capital commentary for the second quarter edned June 30, 2019.

Q2 hedge fund letters, conference, scoops etc

Dear Partners,

Our 2019 second quarter performance was +5.9% (gross) compared with S&P 500 total return of +4.3%. Year-to-date performance through June 30 was +26.4% (gross) compared with +18.5% for the S&P 500. For the past 18 months ending June 30 . . .


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