Rowan Street Capital’s third-quarter 2025 investor letter reports a +0.22% return, with a YTD net of fees return of +20.4%, outperforming the S&P 500’s +14.8% YTD gain. The fund has delivered a +54.2% annual compound return over the past three years. Adyen N.V. (OTC:ADYEY) is highlighted as a top stock pick, with a one-month return of 6.01% and a market cap of $54.62 billion.

Adyen N.V. (OTC:ADYEY) was acquired by Rowan Street Capital in 2023 and has since seen a 44% annualized return. The payment platform’s unique global architecture has provided a structural advantage, leading to a rebound in stock value. Despite being held by only 1 hedge fund portfolio, Adyen N.V. (OTC:ADYEY) is viewed as a high-quality fintech business with long-term potential.

Read more at Yahoo Finance: What Makes Adyen (ADYEY) a Highest-Quality Fintech Business?