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.
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Introducing our debt mutual fund smallcases
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.
Why Rebalancing Feels Wrong, and Why You Should Do It Anyway
Rebalancing asks you to act at exactly the moments it feels hardest. Here is what it is actually doing, why it tends to feel wrong, and why doing it consistently is the one thing that keeps your strategy intact.
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