Rowan Street Capital August 2022 Update

Rowan Street Capital update for the month of August 2022. Q2 2022 hedge fund letters, conferences and more Dear Partners, We typically prefer to communicate with you twice a year or sometimes quarterly, if we find there is important information that we want to share.  Given the recent market volatility and a sizable drawdown that you saw on your Q2 statements, we wanted to give you a quick update on the latest fund’s performance and, more importantly, a business update on our top portfolio holdings. Rowan Street is up +30% since the end of Q2.  Although short term fluctuations are…