In 2025, Rowan Street generated a +11.1% net return, compared with +17.9% for the S&P 500. Over the past three years, Rowan Street has generated a cumulative net return of +252%, compared with a +78% ...
Meta has been a clear example of our core investment principle in practice: owning a select number of exceptional businesses and allowing compounding — rather than activity — to drive long-term ...
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