What Makes General Dynamics (GD) a Good Investment Amid Global Geopolitical Tensions

GreensKeeper Asset Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Value Fund has ended the quarter with a +4.0% gain, taking the YTD return to +0.2% net of fees and expenses. The US dollar continued to pose a challenge, negatively impacting performance by -3.7% so far this year. The year’s market rally was primarily led by AI, crypto, and speculation. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its third-quarter 2025 investor letter, GreensKeeper Asset Management highlighted stocks such as General Dynamics Corporation (NYSE:GD). General Dynamics Corporation (NYSE:GD) is a global aerospace and defense company. The one-month return of General Dynamics Corporation (NYSE:GD) was -0.57%, and its shares gained 29.66% of their value over the last 52 weeks. On December 16, 2025, General Dynamics Corporation (NYSE:GD) stock closed at $337.49 per share, with a market capitalization of $91.163 billion.

GreensKeeper Asset Management stated the following regarding General Dynamics Corporation (NYSE:GD) in its third quarter 2025 investor letter:

“Our third-best performer in Q3 was General Dynamics Corporation (NYSE:GD) +16.9%. The company’s Aerospace division has largely resolved the manufacturing challenges that constrained deliveries in 2024 and has been steadily ramping up production. Backlog reached its highest level in years, driven by strong demand for the new G700 and G800 business jets, which should keep the division busy for the foreseeable future. GD also secured several billion-dollar defense contracts during the quarter, reinforcing the strength of its government business. We continue to value the stability and diversification that our defense holdings bring to the Value Fund, particularly amid the elevated global geopolitical tensions.”

Citi Starts Coverage of General Dynamics (GD), Highlights Aerospace and Defense Tailwinds

General Dynamics Corporation (NYSE:GD) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 58 hedge fund portfolios held General Dynamics Corporation (NYSE:GD) at the end of the third quarter, which was 61 in the previous quarter. While we acknowledge the risk and potential of General Dynamics Corporation (NYSE:GD) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GENERAL DYNAMICS CORPORATION (NYSE:GD) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered General Dynamics Corporation (NYSE:GD) and shared the list of best blue-chip stocks to invest in. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.