Book A Meeting +91 95616 10108 WhatsApp Us

Fund Snapshot

Invest Now

By submitting the form you authorize AIF & PMS Experts India to call or email you.

About Fund Manager

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.
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

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.

Fund Overview

No related products found.

Uncover Your Investment Potential with Process-Driven Insights

Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.

Call WhatsApp