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Here’s Hinde Group’s Investment Thesis for Becton, Dickinson and Company (BDX)

Hinde Group, an investment management company, has released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 14.37% (gross) and 13.93% (net) compared to 8.12% for the S&P 500 Total Return. The YTD return was 36.44% (gross) and 34.91% (Net) compared to 14.83% for the Index. The generative AI investment boom is a key reason the economy remains stable, and the stock market is optimistic despite ongoing political and economic challenges. You can check the fund’s top 5 holdings for its best picks for 2025.

In its third-quarter 2025...