The Science Behind Post-IPO Quality Theme
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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.
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.
Windmill Capital Investor Letter – April 2026 Edition
We're launching Mutual Fund smallcases this month. And in markets: crude at $120, the UAE out of OPEC, and a wage squeeze spreading across sectors. Read the full update.
Mutual Fund smallcases by Windmill Capital: Better Portfolios, Less Clutter
Your five funds, four apps, and idle cash deserve better. Windmill's Mutual Fund smallcases bring structure to the chaos.
Understanding Oil Cartels and the UAE’s 2026 Exit
UAE exits OPEC in 2026, exposing cracks in cartel power as nations prioritise profits over collective control.
Every Car Has More Uno Minda Than You Think
Uno Minda’s edge lies in rising content per vehicle, diversified segments, and EV-ready products driving growth.