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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.

Windmill Capital Investor Letter – March 2026 Edition

From a $119/bbl oil shock and a record-low rupee to governance tremors at HDFC Bank and India's first green hydrogen export contracts, we break down March's five defining stories. Read the full update.

Strait to the Point: What the Hormuz Crisis Means for Your Money

War, oil, and your portfolio: what the Hormuz crisis means for Indian investors and how to stay the course.

The IPO Alpha Illusion: Is India’s $22 Billion Surge Worth the Drawdown?

India’s $22B IPO gold rush offers a 17.4% CAGR, but is the "alpha" real? We break down why new listings are the market’s high-stakes roller coaster.

AI Panic vs Enterprise Reality: What’s Really Happening in Indian IT?

Is the "AI panic" in Indian IT justified? We explore why experts see evolution, not extinction for TCS, Infosys, and Wipro.

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