Who we partner with

A Rowan Street Partner Is Someone Who…

• Thinks like a business owner, not a trader

• Values patience over activity

• Understands that volatility is the price of admission for outsized long-term results

• Wants deep alignment — knowing we invest our own net worth alongside them

• Focused on the long arc of compounding — not what the market does next month or next quarter.

• Appreciates independent thinking, intellectual honesty, and the discipline of a focused, concentrated portfolio.

• Believes the real edge in investing is temperament — not forecasts or complexity.

These are the partners who allow us to do our best work — and who benefit most from it.

• Investors who need short-term certainty or quarterly results

• Those who prefer broad diversification over a concentrated portfolio of high-quality businesses

• Those who are volatility-sensitive or overly focused on short-term market moves

• Anyone seeking liquidity, rapid trading, or market timing

• Investors who make decisions based on headlines, CNBC, Fed predictions, or fear/greed cycles

• Anyone expecting “steady” or “smooth” performance — which is not how compounding works

• Those who respond emotionally to volatility and cannot stay committed to a long-term process when markets turn difficult.

We say no far more often than we say yes — because misalignment destroys compounding before it ever begins.

Compounding only works when the philosophy, temperament, and expectations of the manager and the investor are aligned.

• Shared philosophy multiplies returns.

• Misalignment kills them.

• A handful of extraordinary businesses held patiently will drive the majority of lifetime results.

• But patience is only possible when partners truly understand the journey.

Rowan Street is a partnership — not a product.

We are selective because the right partners allow us to operate exactly the way compounding demands.