
smallcase in focus Archives - smallcase

Reading Time: 5 minutes
A few companies that are present in multiple Windmill Capital smallcases command high valuations relative to their industry peers – Asian Paints, Pidilite Industries, PI Industries, and Titan Company. There must be a few good reasons behind those high valuations and that is the sole focus of this blog post.

Reading Time: 4 minutes
A few companies that are present in multiple Windmill Capital smallcases command high valuations relative to their industry peers – Asian Paints, Pidilite Industries, PI Industries, and Titan Company. There must be a few good reasons behind those high valuations and that is the sole focus of this blog post.

Reading Time: 1 minutes
Equity benchmarks had a remarkable performance in the last week of June,…

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Usha Martin, a smallcap company has delivered over 1280% return in last 3 years and analysts feel it's the opportunity for an upside.

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It is common for a generous dividend announcement to impact a stock's price. Given these observations, we wanted to evaluate the hypothesis: do dividends affect stock returns?

Reading Time: 6 minutes
Rebalancing helps investors stay true to the original idea of the smallcase. If you skip the update, the composition & returns for your smallcase may vary from the original.
We will use this blog post to discuss changes made in fee-based model smallcases.