Hinde Group’s third-quarter 2025 investor letter showed a return of 14.37% (gross) and 13.93% (net) compared to the S&P 500 Total Return of 8.12%. The fund’s YTD return was 36.44% (gross) and 34.91% (net) compared to 14.83% for the Index, thanks to the generative AI investment boom supporting the stable economy and optimistic stock market outlook.
In its latest investor letter, Hinde Group highlighted Becton, Dickinson and Company (NYSE: BDX), a healthcare company that develops medical supplies and products. BDX saw a one-month return of 1.07% and shares lost 13.86% over the last 52 weeks. As of November 14, 2025, BDX stock closed at $193.04 per share, with a market cap of $55.33 billion.
Hinde Group disclosed its new long position in Becton, Dickinson and Company (NYSE: BDX) in the third quarter. While BDX saw revenue growth in the fiscal fourth quarter of 2025, the company is not among the 30 most popular stocks among hedge funds. Hinde Group believes certain AI stocks offer more upside potential with lower downside risk compared to BDX.
Read more at Yahoo Finance: Here’s Hinde Group’s Investment Thesis for Becton, Dickinson and Company (BDX)
