
The Tailwind by Windmill Capital Archives - Page 2 of 6 - smallcase

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

Markets, gold, and quant shifts—catch key global trade moves & our latest portfolio updates in April's letter.

Our latest data shows a surprising twist — many low-growth companies in Q4 are trading at higher valuations than their faster-growing peers, catching the market’s attention.

Your complete guide to smallcase rebalancing. Learn why it matters, how it affects investments, and when to apply updates.

This article explores how human psychology often leads to irrational investment decisions and how investors can overcome emotional pitfalls.

Corporate earnings are the backbone of stock market valuations, but Q2 FY25 has revealed a broad-based slowdown across sectors. This blog delves into the challenges faced by India Inc. and what lies ahead for the markets.
