top of page
Rowan Street Q1 2016 Letter
The Importance of Margin of Safety.
Apr 26, 20165 min read
Rowan Street 2015 Year-End Letter
Four Phases of a Typical Equity Cycle.
Jan 18, 20166 min read
Rowan Street Q3 2015 Letter
A Short History of Financial Euphoria.
Oct 27, 20158 min read
Rowan Street Q2 2015 Letter
Berkshire announces acquisition of our top holding - Precision Castparts.
Jul 28, 20154 min read
First Letter to Partners
Our investment approach and long-term vision for Rowan Street. Precision Castparts investment thesis.
May 1, 20156 min read
bottom of page