Why We Created the AI & Data Center Value Chain Portfolio
Recent Stories
Next →
Why We Created the AI & Data Center Value Chain Portfolio
Participate in the foundational growth of India's digital economy with the AI & Data Center Value Chain smallcase by Windmill Capital
Introducing our debt mutual fund smallcases
Windmill Capital lunches two debt mutual fund smallcases that bring a data-driven approach to fund selection across two distinct time horizons.
Built for Every Market: How F.L.U.I.D Investing Navigates Market Moods
Through rule-based, data-driven portfolios, F.L.U.I.D investing is a way of placing adaptability at the centre of investing.
The Science Behind Post-IPO Quality Theme
Most IPO investors chase listing gains. This smallcase finds recently listed businesses worth actually owning, using a rigorous 4-step process.
Beyond the Balance Sheet: How Scuttlebutt Investing Works
In investing, scuttlebutt is the practice of gathering real-world information about a company, beyond annual reports.
Windmill Capital Investor Letter – May 2026 Edition
Markets wobbled in May but crude drove everything. We cover financials, metals, the US-China summit, and the Adani settlement; plus two ideas worth sitting with.