Rowan Street Capital 2Q20 Commentary: Up 43% YTD: Long SPOT ThesisJacob Wolinsky
Rowan Street Capital commentary for the second quarter ended June 30, 2020.
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)%.