Hinde Group’s Q1 2026 Investor Letter

Hinde Group, an investment management company, has released its first-quarter 2026 investor letter. 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 conflict's duration and economic implications has continued to affect global financial markets as the quarter came to a close. Nevertheless, the portfolio...