smallcase in focus Archives - smallcase
Reading Time: 5 minutes
Pure equity smallcase may seem risky? Our asset allocation smallcases are an attempt to help mitigate risks of the original counterparts.
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It has been seven years since the Growth & Income smallcase was launched! Everyone loves a backstory. So here goes…
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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.
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.
Reading Time: 1 minutes
Equity benchmarks had a remarkable performance in the last week of June,…
Reading Time: 5 minutes
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?