Must-Read Insights of 2024 by Windmill Capital

Throughout the year, we have strived to bring quality content for you whether that is around markets, stocks, smallcases, or anything else in general. In case you missed out on them, explore Windmill Capital’s top 2024 insights—covering trends, portfolios, and expert analyses that defined the year.

Educational Insights

1. A 4-step Framework On How To Select The Right Portfolio

In the April newsletter edition, we wrote on this intriguing topic of how should one go about selecting an investment portfolio. This is important for investors to know and be aware of to avoid the common pitfalls of portfolio selection.

2. The Benefits of the Quantamental Approach

Yet again in the April edition, we spoke about the benefits of the quantamental approach, which is a confluence of fundamental and quantamental factors. We, at Windmill Capital, are firm believers in this concept and thoroughly apply this framework behind ideating new smallcases and managing existing ones.

3. Portfolio Holding Analysis ft. Value & Momentum

Using a proprietary in-house dashboard, we came up with a comprehensive analysis of one of the most popular smallcases, Value & Momentum. For anyone to gauge the workings of this smallcase, this blog post shall prove to be quite exhaustive. We also conducted similar studies for two other smallcases – Quality Smallcap – Smart beta and Dividend Stars.

4. Does Past Performance Affect Future Performance?

This writeup was a result of various discussions we had internally as a team. We undertook an intriguing exercise to find out how persistent are fund returns. In the sense, if investors are really basing their fund-choosing decisions on past returns, how likely is it that they will be right? 

5. How Does an ETF Work?

This blog post delves deep into the ins and outs of Exchange-Traded Funds (ETFs). It explains the end-to-end workings of how an ETF functions.

6. Harnessing Generative AI for Smarter Investment Strategies

In the September newsletter edition, we talked about how we tinkered around with Generative AI for efficient & smarter investment strategies.

Trend Reports

1. India’s Path to Defence Self-Reliance
A detailed exploration of India’s strides toward becoming self-reliant in defense, analyzing the opportunities and growth potential in this critical sector.

2. Blinging in Luxury: The Shimmering Rise of Luxury in India
A report highlighting the significant growth of luxury markets in India, uncovering how changing consumer behavior and rising incomes are driving this trend.

3. The Rise and Promise of Affordable Housing Finance in India
A deep dive into India’s affordable housing finance market, showcasing its potential to transform the real estate sector and improve accessibility.

4. The Electric Vehicle Revolution and the Role of Batteries
This report examined the critical role of batteries in the ongoing EV revolution, emphasizing how they shape the future of sustainable mobility in India.

Our commitment to delivering insightful and educational content remains strong. We look forward to bringing you more engaging reads in the coming year!

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_{The content in these posts/articles is for informational and educational purposes only and should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy/sell any security or financial products.Users must make their own investment decisions based on their specific investment objective and financial position and using such independent advisors as they believe necessary.}

_{Windmill Capital Team: Windmill Capital Private Limited is a SEBI registered research analyst (Regn. No. INH200007645) based in Bengaluru at No 51 Le Parc Richmonde, Richmond Road, Shanthala Nagar, Bangalore, Karnataka – 560025 creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone. CIN of the company is U74999KA2020PTC132398. For more information and disclosures, visit our disclosures page here.}