thematic smallcases Archives - Page 5 of 15 - smallcase

image smallcase in Focus: June 2023
Reading Time: 4 minutes
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. 
image A Sit Down with Gaurav Sharma
Reading Time: 4 minutes
Wondering what the markets are upto this New Year? We sat down with fund manager Gaurav Sharma who offered to help us. Read More.