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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.

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.

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smallcase Managers Archives - Page 6 of 60 - smallcase

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