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Windmill Capital Investor Letter – November 2025 Edition

Windmill Capital covers 5 major stories from last month along with 2 other themes.

Understanding Returns: Why Strategy And Holding Period Matter More Than Stocks

Returns rely on Strategy & Holding Period, not just stocks. Read blog to see why patience wins.

Why Windmill Capital Does Not Release Company-Specific Reports

Why don't we share company specific reports? Our aim is to shift the conversation from “Which stock?” to “Which strategy?” Read more about our approach here.

Windmill Capital Investor Letter – October 2025 Edition

Windmill Capital covers 5 stories from October: market resurgence, record IPOs, global challenges, corporate resilience and the wild swings in gold & silver and more.

What Does AI in Investing Really Mean?

Everyone’s hyping AI in investing, but what’s real and what’s smoke? Windmill Capital breaks it down in this article.

How Asset Allocation smallcases Delivered Stability Amid Market Volatility

How did asset allocation smallcases perform in a year when markets barely moved?

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