Rowan Street Capital 2Q20 Commentary: Up 43% YTD: Long SPOT Thesis – ValueWalk Premium
Rowan Street Capital

Rowan Street Capital 2Q20 Commentary: Up 43% YTD: Long SPOT Thesis

Rowan Street Capital commentary for the second quarter ended June 30, 2020.

Q2 2020 hedge fund letters, conferences and more

Dear Partners,

Rowan Street Capital had a very successful second quarter of 2020. The fund returned +43.2% (gross) vs. S&P 500 increase of 20.5%. Year-to-date through June 30, the fund returned +20.5% vs. S&P 500 decline of (3.1)%.

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