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Stallion Asset-Core Fund

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Hello there!

Welcome to AIF & PMS Experts India Pvt. Ltd.

About company

Stallion Asset was founded by Mr. Amit Jeswani. Stallion Asset Private Limited which is SEBI Registered (INH000007270) Equity Research Analyst Company here experts are working who has a lot of knowledge in wealth creation in the stock market. He holds Chartered Financial Analyst as well as Chartered Market Technician .he has 14-year experience in the market .he started trading at the age of 16.

Fund Snapshot

Year of Inception 2018
Number of Stocks 10-20
Investment Horizon Long Term
Fund Managers CFA Amit Jeswani
Fees Structure –

Plan A  –
Fixed Fee   is 2.5% p.a. and its Performance Fee nil and its Exit Load 2% before 12 months

Plan B –
Fixed Fee 1.5% p.a. and its Performance Fee 15% of excess Profits above Hurdle Rate 10% and its   Exit Load 2% before 12 months

Investment Objective

To offer the Client a framework that can accomplish capital preservation and growth, the Portfolio Manager will use his or her professional experience to assist the Client in achieving his or her objectives, as determined by the product alternatives selected by the Client. While the aforementioned is the goal, the Client accepts and understands that there is no assurance that the goals will be met, nor that there will be any returns or that there will be no financial loss.

Focus on the 4M’s  –

Market Leadership –
In business, there is nothing worse than the competition; monopoly is the only way to run a successful company. Every business begins with a problem to be solved! Every Big Business thrives in the long run by ensuring that it is the only one capable of solving the problem.

Market Opportunity-
Simply said, the quantity and length of a business’s development (of Earnings) is the basis on which significant amounts of wealth may be created. We invest in businesses that serve a market that is large enough for our money to grow 4-5 times without having to compete.

 Management –
Simply said, the quantity and length of a business’s development (of Earnings) is the basis on which significant amounts of wealth may be created. We invest in businesses that serve a market that is large enough for our money to grow 4-5 times without having to compete.

Margin of Safety –
We don’t employ PE ratios and instead concentrate on capital allocation and distribution.

Value of the firm equals steady-state value + future value creation + excess cash – debt

About Fund Managers

Amit Jeswani Stallion

CFA Amit Jeswani is the founder and CIO of Stallion Assets PMS and is the fund manager of funds like Stallion Asset Core Fund. He has pursued CMT, and is an MBA degree holder. He has more than 6 years of rich experience in the Indian capital markets.

Investment Philosophy

  • Stallion Asset PMS seeks to invest in the bull run’s leader every 1-3 years since the fund manager suspects that the previous bull run’s leader will not lead the next bull run, and therefore has a knack for finding leaders for all bull runs.
  • Solid earnings momentum produces champions in bull markets – the plan seeks to invest in businesses with earnings growth of close to 20% each year for the next 1-3 years.

Unique Feature

Market Leadership

Monopoly is the only prerequisite for every really successful firm, and nothing is worse than the competition in business. Solving a problem is the foundation of any business. Every major corporation that wants to prosper long-term must ensure that it is the only one with the ability to address the issue.

Management

Capital distribution and capital allocation are two crucial roles. Concentrate on Scale, Speed, and Sustainability. A bad negotiator will never get a good bargain. There are plenty of trustworthy people in our world. A promoter without integrity has a fair value of zero.

Market Opportunity

Large wealth creation is based on the magnitude and length of a business’s growth (of earnings), which is known as the size of the opportunity. We make investments in businesses that serve markets that are big enough to allow our investment to expand four to five times without having to compete.

FAQs

What does Stallion Asset do?

Stallion Asset helps in creating wealth by investing in Indian stocks. The stallion will recommend what stocks to buy, when to buy, why to buy, and when to sell. It is a SEBI registered company that has constantly delivered better results for its clients.

Does Stallion Asset provide intraday calls?

No, Stallion Asset only works in medium to long-term Equities, and they do not work on derivative data points.

How will the clients of Stallion Asset know when to buy or sell the Asset?

Our clients receive an instant message or email as soon as we design any recommendation or report. You can just quickly log in and download the report. We also have WhatsApp facilities for our clients.

Does Stallion Asset provide any brokerage facility?

Stallion Asset does not provide any brokerage fees as they are an Independent Equity Research Firm. Clients can willingly choose their broker according to their comforts.

What is Stallion Asset’s investment philosophy?

Stallion Asset has a unique philosophy that works on catching prominent trends in the market. They look for companies that can give multiple times returns to their clients. Stallion Asset looks for the companies that are mainly ignored by analysts.

What are the cases in which Stallion Asset uses its selling strategy?

Stallion Asset rarely sells; here are the few cases in which they use their selling strategy:

  • Better investment opportunity
  • Future assumptions go false
  • Extremely overvalued
  • Long-term breakdown in the stock or market.

What is the buying strategy of Stallion Asset?

The specific criteria that make buying strategy of Stallion Asset are:

  • The free cash flow generator
  •  Low on leverage
  • Reasonable valuation
  • Competitive advantage over competitors
  • Intelligent and ethical management team

What is the fees structure of Stallion Asset?

To know about fees structure and any investment-related queries. You can contact https://aifpms.com/contact/. Write your questions here, and we will revert to you soon.

Why choose Stallion Asset?

Stallion Asset works to create wealth for the retail and HNI category investors. Stallion Asset delivers quality research at a reasonable price.

What returns does Stallion Asset deliver?

Stallion Asset does not guarantee returns as per SEBI  guidelines. But they assure to beat the benchmark comfortably. For many years they have managed to create a wealth of a superior CAGR of 20-25%+. Stallion Asset has been known for its trust for years.

Related Products

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Stallion Asset Core Fund

AMC Name: Stallion Asset Private Limited Inc Date: 22-Oct-18
multi cap
(PMS)
605.82 Strategy 5.06 9.05 3.01 -5.89 27.59 28.75 NA NA 24.40
Nifty 500 4.50 8.54 7.11 5.28 27.90 19.51 NA NA 16.00

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For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.