Stallion Asset PMS – Core Fund Portfolio
Key People
Mr. Amit Jeswani
Founder & CIO
Investment Objective
Investment Objective
Stallion Asset has only one PMS. The strategy name is Stallion Asset Core portfolio, and it aims to create wealth by generating the highest possible alpha for investors. Stallion PMS’s Founder, Mr. Amit Jeswani, believes that every bull run has leaders, and the leader of the previous bull run might not lead the next bull run, and has a knack for finding leaders for every bull run.
Stallion Asset is a growth-oriented portfolio management company, and the endeavour of Stallion PMS is to invest in the leader of the bull run over every 1-3 year period. Leaders in bull runs are created by strong earnings momentum. The Stallion Asset Core PMS aims to invest in companies that exhibit sustainable growth in earnings of close to 20% over the next 1-3 years.
The Stallion PMS has consistently performed and has been winning Awards for the last 3 years (in 2020, 2021, and 2022), organised by us in association with IIM-A, based on the format of risk-adjusted returns.
Investment Philosophy
Investment Philosophy
Stallion PMS core is its unique Philosophy of catching large trends in the market. Stallion PMS is not interested in 10-20% up moves; instead look at buying companies that can give its clients multiple times (multibagger) returns.
Portfolio Construct
Portfolio Construct
Stallion Core portfolio has a consistent strategy of buying companies that fit the stringent criteria of Growth at a Reasonable Price. The Stallion PMS follows a 4-sector focused approach with a ‘Buy & Rotate’ Strategy. Stallion Asset PMS is a multi-cap PMS, and Stallion Asset follows growth investing. Stallion PMS prefers stocks that have hit 52 week highs rather than those that have hit 52 week lows.
The Stallion PMS portfolio construct is such that 40-60% weight is on Core Stocks, 40-60% weight is on Trends, and the remaining is on Special Situations.
To put it in other words, Stallion PMS invests in 2 styles- one is to invest 40-60% in Proven Monopolies, and second is to invest 40-60% in Emerging Monopolies.
Investment Strategy
Investment Strategy
Stallion Asset PMS focuses on the following 4 Ms:
Market Leadership
There is nothing worse than competition in business; Monopoly is the only condition of every very successful business.
Every Business starts with solving a Problem! Every Big Business succeeds sustainably with making sure that it’s the only one that can solve that problem.
Management
Two Key Roles – Capital Allocation & Capital Distribution.
Focus on Speed, Scale, and Sustainability.
A Bad Person is a bad person & he will never make a good deal. This world is filled with Good people to do Business with. The Fair Value of a Promoter with no Integrity is 0.
Market Opportunity
The Size of Opportunity is the foundation on which large wealth creation lies. Simply put, it’s the size and duration of growth (of Earnings) of a business.
Stallion invests in companies that address a market that is large enough to allow our investment to grow 4-5x without needing to compete.
Margin of Safety
Value of the firm equals to steady-state value + future value creation + excess cash – debt.
Investment Framework
Investment Framework
Green Flags – Focus on the following 4 sectors:
1. Consumer
2. Financials
3. Consumer Tech
4. Pharma
Red Flags – Avoid:
1. Commodities
2. Lead Bank Play
3. Bad promoter valuation arbitrage
4. Government businesses – G2B or B2B
Stallion's PMS Positioning
Stallion’s PMS Positioning
Stallion Asset is a growth-oriented portfolio management company and the endeavour of Stallion PMS is to invest in the leader of bull run over every 1–3-year period. Leaders in bull runs are created by strong earnings momentum and Stallion Asset Core PMS aims to invest in companies that exhibit sustainable growth in earnings of close to 20% over the next 1-3 years. Stallion Asset portfolio is divided in 3 key parts:
- Emerging monopolies
- Proven monopolies
- Moonshots
Stallion believes that competition hinders business success, while monopoly drives it. The firm focuses on emerging monopolies—high-growth, consumer-facing market leaders in their scale-up phase—and proven monopolies, which are mature companies growing 1.5–2x faster than nominal GDP, offering resilience across market cycles. It also identifies moonshots, a blend of special situations and trend-based opportunities, targeting high-alpha outcomes. Stallion emphasizes strong risk management by riding winners and swiftly cutting underperformers. Historically, its PMS has shown lower beta than the benchmark while delivering superior alpha.
Stallion operates a single fund: the Stallion Asset Core PMS, a multicap strategy built on a four-sector-focused ‘Buy & Rotate’ approach. The portfolio typically allocates 40–60% to Core Stocks, 40–60% to Trend Stocks, and the remainder to Special Situations, ensuring both stability and high-growth potential within a balanced, research-backed framework.
Awards & Achievements
Awards & Achievements
1. In 2022, Stallion Asset Core PMS earned Rank #2 as the Best PMS in the Multi Cap Category based on 3-Year Risk-Adjusted Returns, at awards hosted by PMS AIF WORLD in association with IIM-Ahmedabad.
2. In 2021, it secured Rank #1 as the Best Newcomer PMS across all categories based on 2-Year Absolute Returns, recognized by PMS AIF WORLD and IIM-Ahmedabad.
3. In 2020, it won the award for the Best PMS in the sub-100 Cr Category based on 1-Year Absolute Returns, again hosted by PMS AIF WORLD and IIM-Ahmedabad.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Stallion Asset Pvt Ltd Core Fund | -3.14% | -0.94% | 1.43% | -1.68% | 29.14% | 38.42% | 27.20% | - | 28.45% |
| S&P BSE 500 TRI | -0.24% | 5.02% | 1.63% | 7.63% | 11.64% | 16.40% | 16.82% | - | 16.42% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 43.22 |
| Mid Cap | 25.73 |
| Small Cap | 24.03 |
| Cash | 7.02 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Stallion Asset Pvt Ltd PMS
Which is the best company through which an investor can invest in Stallion Asset PMS – Core Fund Portfolio?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
