Here’s Rowan Street Capital’s Investment Journey with The Trade Desk (TTD)

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Why This Matters

Rowan Street Capital's Q4 2025 investor letter shows the company underperformed the S&P 500 Index in 2025, with a return of +11.1% compared to +17.9% for the Index.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Rowan Street generated solid results in 2025 but underperformed the S&P 500 Index. The Composite returned +11.1% (net) in 2025 compared to +17.9% for the Index. Rowan Street delivered a cumulative net return […]

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Original article published by Yahoo Finance on February 10, 2026.
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