
thematic smallcases Archives - Page 5 of 11 - smallcase

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.

The Great Indian Middle Class smallcase is designed to include companies that…

Where it all began Fine Organic Industries (NSE: FINEORG) manufactures and sells…

In this edition of Musings with Analyst, we talk to you about how we select pure plays for our smallcases and the way we update it.

On 20th June, 2022 we launched the ‘BM Vision 2030 smallcase’. That…

The post takes you through the workings of a rebalance and conveys the core idea behind the same. Head on to the link!