Learn more about the Stallion Asset Core Fund

One PMS is all that Stallion Asset Core Fund has. The approach is called Stallion Asset Core Portfolio, and its goal is to make investors wealthy by producing as much alpha as possible. The founder of Stallion PMS, Mr. Amit Jeswani, believes that every bull run has a leader and that the leader of one bull run may not be the leader of another. He also believes that every bull run has a flair for producing a leader. The goal of Stallion PMS is to invest in the bull run's leader every one to three years. Companies lead bull runs with strong earnings momentum. The Stallion Asset Core PMS seeks to invest in businesses with earnings growth close to 20% sustainable over the next three to five years. 

Portfolio Building

The core goal of the Stallion Core Portfolio is to acquire businesses that meet the strict growth requirements at Reasonable Prices. The Stallion PMS has a "Buy & Rotate" strategy and focuses on four sectors. Growth investment is practiced by Stallion Asset PMS, a multi-cap PMS. Stocks that have reached 52-week highs are preferred over those that have reached 52-week lows by Stallion PMS. 40% of the Stallion PMS portfolio's weight is allocated to Core Stocks, 40%–50% to Trends, and the remaining portion is allocated to Special Situations.

Put the 4M's first

• Market Leadership
• Management
• Market Opportunity
• Margin of Safety

Market leadership: In business, there is nothing worse than the competition; the only requirement for every successful business.

Every Business Begins with a Problem to be Solved! Making sure a large business is ethical is essential to its long-term success.

The one person capable of resolving the issue.

Market Opportunity: The Size of Opportunity is the cornerstone of significant wealth development.

Described, it refers to the rate and length of a business's rise in earnings.

We invest in businesses that serve markets that are sizable enough for our investment to increase by 4-5 times. Without the necessity for competition.

 

Here are the FAQs

• What can you anticipate from the Stallion Asset Core Fund PMS?

The Stallion Asset Core Fund is the company's flagship investment vehicle. It is a growth-oriented, long-only equity fund that focuses on investing in the industries that will be hot commodities in the coming market cycles. Our primary focus is locating high-caliber, expanding companies that will both be leaders in their respective markets tomorrow and today. We want to help you compound your money at 18 to 25 percent CAGR for the next ten years, balancing wealth generation and asset preservation. The fund primarily invests in the consumer, pharmaceutical, financial, and technology sectors. The total portfolio, which consists of 15 to 25 stocks, aims to produce strong risk-adjusted returns across a bull and down market cycle.

 

• Who is a Stallion Asset Core Fund PMS investor?

The fund is appropriate for anyone wishing to invest in high-quality, developing secular firms with a primary focus on wealth generation and preservation and a minimum time horizon of three to five years. The fund aims to produce sustainable alpha above the benchmark index despite having a portfolio beta lower than the benchmark, resulting in reduced overall portfolio volatility. Investors who want to take advantage of the market opportunity as we transition from a 3 trillion dollar economy to a 6 trillion dollar economy and who are looking to support companies with secular growth in earnings, leaders or market leaders, and companies backed by outstanding promoters.

The goal of Stallion Asset Core Fund is to invest in the bull run's leader every one to three years. Companies lead bull runs with strong earnings momentum. The Stallion Asset Core PMS seeks to invest in businesses with earnings growth close to 20% sustainable over the next three to five years. The Stallion PMS has regularly outperformed the market and has been recognized with Awards for the past three years (in 2020, 2021, and 2022) based on the format of risk-adjusted returns, which we organized in collaboration with IIM-A.