The Stallion Asset PMS Way of Investing: How We Spot New Trends and Leaders

Growth investing is the main tenet of Stallion Asset PMS, a Portfolio Management Service SEBI Registered (INP000006129). Contrary to most portfolio management firms with corporate support, we began as a research analyst firm and evolved into a portfolio management firm due to our consistent performance in providing research analyst services that enable our clients to outperform the market consistently. We specialize in purchasing top-notch midcap firms that the analyst community frequently overlooks. We strive to generate CAGR returns of at least 25% for our clients using our distinctive investment philosophy of spotting trends and minimizing risk.

How does your investment philosophy help you stay on top of the market trends?

Instead of using the Buy and Hold method, we typically use the Buy and Rotate technique. Each bull market has a unique leader, and we identify that leader in each bull market and follow it. There cannot be a bull market without increasing earnings; thus, we always invest in industries that are predicted to increase by more than 20% over the next three to five years. The last bull market's winners won't be in charge of the upcoming bull market. Instead of fresh 52-week lows, we prefer to invest in firms making 52-week highs. The more the market believes in the sustainability of growth, the more the stock will be valued for long-term investment.

How can your investment management strategy benefit from inflation?

Our portfolio is made up of businesses that typically resist inflation. We want to ensure that our businesses will succeed regardless of all these macro events, whether high inflation, low inflation, rising or falling interest rates, or whatever else comes our way. We continue to believe that businesses that are market leaders or developing leaders can endure through all market cycles due to their position in the market. Our portfolio typically remains well-balanced across market cycles since it typically consists of four sectors: consumer, pharmaceutical, financial, and technology. While consumers and pharmaceuticals support us in difficult times, finance and technology support us in prosperous times.

Has the current state of the war affected your portfolio's results?

We understand that terrible ones and vice versa always follow happy times. We had IL&FS in 2018, Covid in 2020, and the conflict is now. We've come to understand that individuals who profit from these difficult times are always rewarded in prosperous times. Of course, hindsight is always 20/20. Very simple to say but challenging to do because emotional control is also required.

The goal is to continue investing during good times and bad. This is why we maintain a low beta for our fund while ensuring that we still aim to outperform the market. We intend to assist our clients for the next ten years, and we are optimistic about new themes. Our office has a saying, "Never be too hopeful about India, but do not be too pessimistic either." Keep your cool, invest in reputable companies that are market leaders or emerging market leaders, follow the market, eliminate losers, and ride winners.

For our firm, risk management is crucial. Risk management and stock selection would be given equal weight if we had to decide. You must both conserve and generate capital. Capital creation is impossible without capital conservation. However, you also need to know when to be aggressive and defensive. In addition to being wealthy, the goal is to maintain that wealth. This has been observed in all market veterans over the past 30 years. The ones who made it were the ones who survived. Hitting sixes nonstop won't work; you must also know when to be aggressive and defensive. Our philosophical framework makes this possible for Stallion Asset PMS. A mix of leaders and emerging leaders enables us to profit from market gains while also falling much less when the markets are correct. Our objective is to deliver ALPHA, produced on both sides, by outperforming the market when it rises and falls much less than when it is correcting.

Review, Strategies, Returns, Charges, and more for Accura Cap Alpha 10

One of the greatest PMS houses in India is Accura Cap Alpha 10. Dr. Naresh Gupta and Raman Nagpal founded the PMS. The Accuracap PMS has demonstrated its worth by outperforming the Indian Capital Market over a long period. They concentrate on maintaining Propriety Finance. A boutique in fund management is called Accuracap. This article will go into great detail regarding the Accuracap PMS review, including its costs, returns, advantages, and more.

A review of Accuracap Portfolio Management Service in detail can be seen below:

Raman Nagpal and Naresh Gupta launched the company in 2007. The well-known scientist, business executive, and researcher, Mr. Naresh Gupta.

He holds a degree in computer science from Maryland University and a gold medal from a renowned IIT. He has actively managed a company inventor and a global business analysis. He served as the executive chairman of the acclaimed Adobe Systems before founding Accuracap. He is interested in e-commerce trends, stock marketing, data analytics, and challenging space problems. Mr. Raman Nagpal, on the other hand, is a computer scientist who works as a business executive and a social entrepreneur. He completed his CFA and his master's degrees in the field of computers at BITS Pilani. He holds a corporate directorship certificate. Mr. Raman Nagpal was a member of both Adobe India and the Morpheus Global Alliance. He has a wealth of expertise in managing multinational corporations. He has been linked to the $200 million in technology that his former company, Adobe Systems, will receive.

Family offices, HNIs, and institutional investors rely on Accuracap to preserve third-party capital. Accuracap now controls over $230 million in money, primarily in the Indian equity market.

The company holds that a portfolio contains several excellent companies held for a short or long period to disrupt the market and garner fair valuation. A unique algorithm provided by Accuracap to the stock market thoroughly examines each company falling under the marking cap. They acquire enterprises for a very affordable price, and then they seize the competitive edge of that company.

Types of Accura Cap PMS 

Discretionary and Nondiscretionary are the two categories of AccuraCap Portfolio Management Services.

The company offers its clients both discretionary and nondiscretionary PMS. The customer's interest or preference determines the sort of PMS they choose.

If a customer chooses a discretionary PMS, the portfolio fund manager makes the decision. Nondiscretionary PMS requires that the investor alone make all decisions.

Accurate Capital PMS Strategy

The future of each investment is determined by the three fundamental methods used by PMS firms. These three strategies—Large-cap, Mid-cap, and Small-cap—are used in the Indian capital market.

The company uses these tactics to conduct business on the stock market. These tactics define Accuracap's potential future. The business strives to assist the cutthroat stock market. By the company's core values, they use effective and adaptable approaches to handle money.

The business is essentially a smart one. To briefly illustrate, they concentrate on developing the following two categories of portfolios:

• Strategy for Accura Cap Alpha 10

The key element of this strategy is to invest in a diversified portfolio of solely top-tier businesses that fall within the large-cap category.

The criteria used to select the stocks are based on fundamental and technical factors. A unique artificial intelligence-based algorithm that was developed over ten years is used in this situation. The top 100 companies' stocks are taken into consideration.

 

• The Accura Cap Pico Power Strategy 

The investment aims to build a diversified portfolio using only top-tier mid-cap companies. An algorithm based on intelligence takes into account both fundamental and technical elements. The companies under consideration fall between the market capitalization range of 101 to 500.

The spatial-temporal analysis policy is used by Accura Cap Alpha 10. Following their thorough fund research, they select the transactions that are market-viable.To understand the psychology of the market, they develop a "pendulum hypothesis." The business adopts a cautious and risk-averse strategy. Accuracap utilizes in-depth game knowledge that has helped it establish itself as a leading PMS house among incoming investors.

Learn more about the ASK Investment Managers

Leading asset and wealth management firm ASK Investment Managers Limited (ASKIM) primarily serves India's HNI and UHNI markets. One of the first businesses in India to get a license for portfolio management services, our company is presently one of the biggest providers of discretionary equity portfolio management services.

We created India's first AIF with digital client onboarding, a paperless and simple process. We were the first Portfolio Management Company to establish operations in GIFT city for foreign investors, among other recent industry-first achievements. Through segregated accounts and commingled funds, we only invest in listed Indian equities on behalf of clients with residences in India and those located abroad.

We offer:

• A distinct emphasis on listed Indian stocks
• only using discretion to manage investments
• When choosing clients, put a focus on philosophical compatibility and attitude congruence.
• HNIs, institutions, pension funds, endowments, SWFs, family offices, and multi-managers are some of our current clients.

Our Principles

At ASK Investment Managers, our fundamental concept focuses on two main objectives: first, achieve capital protection (over time), then follow it with capital appreciation. We look to invest in Indian shares operated by high-quality management, have sustained long-term development potential, and are available at fair and reasonable pricing.

Principles and Overarching Investing Philosophy:

• More assurance of earnings versus a merely quantitative increase in earnings
• superior and consistent quality of earnings as opposed to just a quantitative increase in earnings
• Superior quality at a fair price as opposed to subpar quality at an artificially low price

Our investment strategy guarantees:

• Instead of valuing the price, price the value.
• investing with discipline in excellent companies
• assembling a portfolio of prospects for compounding
• Purchase "growing" companies for "value" pricing.

Our strategy is to purchase high-quality companies at reasonable costs rather than subpar ones for a bargain. Additionally, our Key Investment Attributes help design investment strategies to accomplish a particular attribute.

Our Favorite

Implementing the basic principles consistently and firmly under all market circumstances is what demands character and makes all the crucial difference. Our main competitive advantage comes from performing these simple tasks with consistency and discipline and executing them well.

ASK Investment Managers upholds the following:

• strict devotion to the investment process or philosophy
• The strong internal proprietary research team with ample resources and expertise
• dependable connections and industrial connections
• thorough knowledge of Indian industry and businesses
• accentuate your long-term performance history

 

The Methodology of Capital Allocation

• Identify opportunities for businesses that are big and growing quickly.
• Find large businesses with a competitive edge (PBT of at least Rs. 100 crores): this allows for the expansion of the market share and the size of the opportunity and may be sustained for several years.
• The firm's quality must be high to be able to fund rapid development through internal cash flow.
• The portfolio should grow by at least 25% annually, and each company we buy should grow by at least 20% compounded annually.
• The company's return on capital employed (ROCE), with surpluses for dividends, should be more than 25% to finance this expansion.
• To achieve compound growth year after year, management needs to be driven and invested (uncompromised corporate governance is a must)

Consequently, invest in companies with a reputable business house at the helm with at least a 25% stake.

We want to locate these companies at a slight discount to their underlying value, hold onto our investment for a long time, and profit as EPS grows.

ASK Investment Managers: How excellent is it?

ASK Investment Managers portfolio performance is highly appealing and satisfying. It helps the business establish a reliable clientele. Over ten years, portfolio management service returns have surpassed mutual fund returns. ASK makes investments with a focused and organized approach. The likelihood of a profitable return on the investment portfolio so grows. For every client to feel comfortable dealing with the business and to have a long-term relationship with it, the organization maintains solid relationships with them.