Stallion Asset Core Fund Portfolio


Key Portfolio Attributes

Mr. Amit Jeswani

Inception Date: November 2018

Number of Stocks : 24

Founder & Portfolio Manager: Amit Jeswani

Portfolio Manager's Experience: 7 years of experience in the Indian Capital markets across various functional areas.

Portfolio Manager's Qualification: CFA , CMT . Graduate in Business from Kingston University London

Investment Objective

Stallion Asset has only one PMS. The strategy name is Stallion Asset Core portfolio and it aims to create wealth by generating highest possible alpha for investors. Stallion PMS 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 to find leaders for every bull runs.

The endeavour of Stallion PMS is to invest in the leader of bull run over every 1-3 year period. Leaders in bulls 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 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

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

Stallion Core portfolio has a consistent strategy of buying companies that fit the stringent criteria of Growth at a Reasonable Prices. The Stallion PMS follows 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% weight is on Core Stocks, 40-50% weight is on Trends, and remaining is on Special Situations.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio2.4%7.6%5.4%-3.7%24.8%23.0%--24.0%
Nifty 5004.0%5.2%4.3%2.2%26.9%16.8%--15.5%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %
Healthcare 8.40
Industrials 11.90
Information Technology 12.20
Finance 21.20
CDGS (Consumer Discretionary Goods & Services) 32.00

Market Cap Allocation


Allocations %
Large Cap 57.2
Mid Cap 19.9
Small Cap 15.0
Cash 7.9


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of Stallion Asset PMS

What to expect from Stallion Asset Core Fund PMS?

The Stallion Asset Core Fund is the flagship fund of Stallion Asset. It is a growth oriented long only equity fund which specializes in investing in the next trending sectors across market cycles. Our focus lies on identifying high quality growing businesses which are both Leaders of today and Emerging Market Leaders of tomorrow. We aim to help you compound your capital in the 18-25% CAGR range for the next decade, with a balance of both wealth creation and wealth preservation.. The fund focuses on four sectors i.e. consumer, pharmaceuticals, financials and technology. The overall portfolio comprises 15-25 stocks, with a goal of delivering high risk adjusted returns during a bull and bear market cycle.

Who should invest in Stallion Asset Core Fund PMS?

The fund is suitable for everyone who has a minimum time horizon of 3-5 years, looking to invest in high quality growing secular businesses with primary focus on wealth preservation and wealth creation. The fund has a portfolio beta lower than the benchmark index, hence the overall portfolio volatility is less but still focuses on creating sustainable alpha over the index. Investors who are looking to back companies which have secularity of earnings, companies which are leaders or market leaders, backed by great promoters who want to take advantage of the market opportunity as we go from a 3 Trillion Dollar Economy to a 6 Trillion Dollar Economy.

 

The fund is not ideal for investors who invest in:

1) Government companies

2) Cyclical’s

3) Commodities

Which is the best company through which an investor can invest in Stallion Asset 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 Oct 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 22.




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