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Musings with Analyst: May 2023

In this blog post, we will explain the concept of Minimum Investment amount (MIA) and why it applies to smallcases. In this process, you will also get to understand the core difference between a smallcase and a mutual fund.

The Tailwind by Windmill Capital: April 2023

Hello folks,In this edition of The Tailwind, we bring to you an…

smallcase in focus: Equity & Gold – April 2023

A portfolio that includes both equity and gold is an efficient way to achieve capital protection and create wealth in a sustainable fashion. The performance of gold will offset the poor performance of equities during unfavourable macro events or persistently high inflation.

Improving Volatility Labels for Better Investment Decisions

The calculation of the volatility label of a smallcase has been enhanced for accuracy. Read all about it in this article.

smallcase in focus – Model smallcases Rebalance Edition (March ’23)

Rebalancing helps investors stay true to the original idea of the smallcase. If you skip the update, the composition & returns for your smallcase may vary from the original. We will use this blog post to discuss changes made in fee-based model smallcases.

Musings with Analyst – March 2023 | How does Windmill Capital create model smallcases?

In this edition of Musings with Analyst, we will explain the core philosophy of the underlying construction methodology of our model smallcases by taking an example of Dividend Stars smallcase and then also address some of the regular questions we keep getting around our model smallcases.

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