Hinde Group, an investment management company, has released its first-quarter 2026 investor letter. A copy of the letter is available to download here. The portfolio delivered a gross return of 3.80% and a net return of 3.41% in the first quarter, compared to a -4.33% return for the S&P 500 Index. The first quarter began with the SaaS-pocalypse, followed by military actions against Iran, leading to increased volatility in the financial markets. The ongoing uncertainty regarding the...



