The London Company released its third-quarter 2025 investor letter, highlighting US equities’ rally driven by the Fed rate cut and solid corporate earnings. The portfolio appreciated 6.0% gross (5.8% net) compared to the Russell 1000 Value Index’s 5.3% increase. Positive stock selection led the outperformance, partially offset by sector exposure headwinds.

In the third quarter, The London Company Income Equity Strategy pointed out UnitedHealth Group Incorporated (NYSE: UNH) as a key stock. UNH, a diversified healthcare company, saw a one-month return of -10.57% and shares lost 44.56% over the last 52 weeks. On November 4, 2025, UNH closed at $330.83 per share with a $299.679 billion market cap.

The investor letter praised UnitedHealth Group Incorporated (NYSE: UNH) for its unmatched scale, insight into healthcare costs, provider networks, local dominance, and data-driven capabilities. Despite near-term challenges, UNH is seen as a structural growth leader with resilient cash flows and a compelling opportunity for investors.

UnitedHealth Group Incorporated (NYSE: UNH) ranks 18th among the 30 most popular stocks among hedge funds. 159 hedge fund portfolios held UNH at the end of the second quarter, with revenues exceeding $113 billion in the third quarter of 2025. While UNH has potential, some AI stocks may offer greater upside and less downside risk according to experts.

Baron Health Care Fund repurchased UnitedHealth Group Incorporated (NYSE: UNH) in the third quarter, reinforcing positive views on the company. The London Company’s investor letter, along with insights from leading investors, offers valuable perspectives on UNH and other investment opportunities in the market.

Read more at Yahoo Finance: Is UnitedHealth Group (UNH) a Compelling Investment Bet?