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

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

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

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.
