smallcase in focus Archives - smallcase
Pure equity smallcase may seem risky? Our asset allocation smallcases are an attempt to help mitigate risks of the original counterparts.
It has been seven years since the Growth & Income smallcase was launched! Everyone loves a backstory. So here goes…
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.
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.
Equity benchmarks had a remarkable performance in the last week of June,…
It is common for a generous dividend announcement to impact a stock's price. Given these observations, we wanted to evaluate the hypothesis: do dividends affect stock returns?