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Tectonic Investment Management's investment thesis on BHP Group ($BHP.AX) — Q1 2026 | Buyside Digest

$BHP.AXNASDAQBHP Group

BULL

Tectonic Investment Management—BHP.AX

Fund Letter

Q1 2026

Published March 31, 2026

$62.82USD

+0.9% vs last month

$51.23Pitched

+22.6% since pitch

Market Cap$319.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

BHP represents a high-quality cornerstone resource holding with exceptional EBITDA margins and record production metrics. The manager is...

— Tectonic Investment Management

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