Will Brighthouse Financial (BHF) Benefit From the Deal?

Performance Summary - Middle Coast Investing's collective portfolio outperformed the S&P 500 in Q3 2025, with a return of 9.6% compared to 7.8% for the S&P 500 [1] - Core U.S. portfolios returned 10%, while the Russell 2000 returned 12%, the S&P 600 returned 8.7%, and the Nasdaq generated 11.2% during the same period [1] - European portfolios appreciated by 5.5% in Q3 2025 [1] Stock Highlights - Brighthouse Financial, Inc. (NASDAQ:BHF) reported a one-month return of 4.57% and a 52-week gain of 13.95% [2] - As of October 6, 2025, Brighthouse Financial, Inc. closed at $51.04 per share, with a market capitalization of $2.917 billion [2] - Brighthouse Financial was noted as a successful investment alongside Hillenbrand in the winners section of the investor letter [3] Hedge Fund Interest - Brighthouse Financial, Inc. was held by 45 hedge fund portfolios at the end of Q2 2025, an increase from 39 in the previous quarter [4] - Despite the potential of Brighthouse Financial, the company believes certain AI stocks present greater upside potential and lower downside risk [4]