About Stallion Asset

Stallion Asset Pvt. Ltd. is a SEBI registered Portfolio Management firm that offers a range of specialized financial services. The firm’s mission is to empower clients to achieve their financial goals by harnessing the potential of the Indian stock market.

As of March 31, 2025, Stallion Asset manages over Rs.4,500 Crores for more than 4,000 clients collectively referred to as the Stallion Family. The firm is recognized for its growth oriented investment approach focusing on companies capable of consistently outpacing India’s GDP growth

Key Takeaways

• Stallion Asset’s stock selection is built on Market Leadership, Market Opportunity, Management and Margin of Safety
• Focuses on companies capable of outpacing India’s GDP growth
• Investments spread across large, mid and small cap stocks to optimize growth while limiting downside risk
• Primarily invests inConsumer Discretionary, Financials, Consumer Technology, and Pharma
• Amit Jeswani, CFA, CMT brings global expertise and 13+ years of market experience
• The firm invests its own capital alongside clients’ money aligning interests and reinforcing disciplined investing
• Consistent performance recognized through industry awards and high risk adjusted returns

Investment Objective

• Stallion Asset’s investment objectives are closely aligned with the financial aspirations of its clients
• The firm is committed to both preserving and creating wealth offering tailor made investment solutions backed by thorough research and in depth analysis
• Since its inception Stallion Asset has followed a core principle- creating value for its clients. Its unique investment framework combined with a goal driven approach has helped build trust and foster long term relationships with investors who share similar financial objectives

Founder & CIO – Amit Jeswani, CFA, CMT

• Amit Jeswani the Founder and Chief Investment Officer of Stallion Asset brings a unique blend of global financial expertise and hands on market experience
• He holds dual certifications Chartered Financial Analyst (CFA, Virginia, USA) and Chartered Market Technician (CMT, New York, USA) reflecting his strong foundation in both fundamental and technical analysis.
• A graduate in Business with Finance from Kingston University, London Amit began his journey in capital markets at the age of 16 learning alongside his father who was a stockbroker
• Starting with modest beginnings as a Research Analyst he built Stallion Asset into a trusted Portfolio Management Service (PMS) firm through consistent research driven performance
• Unlike many PMS firms backed by large corporate houses, Stallion Asset’s growth has been organic driven by the trust of clients and the ability to deliver reliable wealth creation over the years. Amit Jeswani’s leadership embodies the firm’s core philosophy of discipline, integrity and client centric investing

Understanding Stallion Asset’s Investment Philosophy – The 4 M’s Approach

When it comes to wealth creation a structured and disciplined approach can make all the difference. Stallion Asset follows a well defined methodology to identify businesses with strong growth potential while keeping risk under control. Their framework, popularly known as the 4 M’s of Investing serves as the cornerstone of their stock selection process

1)Market Leadership

Stallion Asset emphasizes investing in industry leaders companies that dominate their sector and hold a competitive edge. Such businesses typically have

• A large and growing share of industry sales
• Innovative products and services
• Strong brand recall and customer loyalty
• Operational efficiency that delivers cost advantages

The philosophy is simple – sustainable wealth creation is more likely when a business solves a unique problem and builds a position strong enough to minimize competition almost resembling a monopoly

2)Market Opportunity

The second pillar is market opportunity the size and growth potential of the industry. Even a great company cannot grow if its market is too small

Stallion Asset evaluates

• The size of the potential customer base
• Industry growth rates and demand trends
• Competitive landscape and entry barriers

The idea is to invest in businesses where the addressable market is large enough for revenues and earnings to grow multiple times over without requiring head to head battles with competitors

3)Management

Strong management is at the heart of Stallion Asset’s philosophy. The team believes that capable and ethical leadership is essential for sustainable growth

Key factors considered include

• Strategic decision making and capital allocation
• Speed and scalability of execution
• Commitment to integrity, transparency and governance

4)Margin of Safety

The final pillar is ensuring a margin of safety to protect investor capital. This involves

• Buying quality, high growth businesses at reasonable valuations
• Applying strict risk management practices
• Continuously reviewing financial performance and competitive positioning

Stallion Portfolio Management Services (PMS) – Investment Strategies

Stallion Asset Core Fund – Is a multicap portfolio designed to deliver a balance of capital preservation and long term growth. The fund leverages a disciplined investment strategy, combining sectoral and market cap diversification to manage risk while aiming for attractive returns

Why Stallion Asset?

Stallion Asset stands out in the investment landscape through a combination of disciplined research, strategic portfolio construction and alignment with client interests. Here’s what sets them apart

• Alpha Generation – Stallion Asset follows an alpha generating investment strategy that focuses on high growth market leaders. The approach is designed to deliver attractive returns while managing risk through a carefully structured multicap portfolio. The firm primarily invests in four key sectors: Consumer Discretionary, Financials, Consumer Technology and Pharma identifying companies with strong growth potential
• Winning with Market Leaders – The firm invests in companies that are either established market leaders or have the potential to emerge as leaders in their respective industries. By focusing on businesses with strong competitive positions Stallion Asset aims to capture sustained growth opportunities in the Indian stock market
• Multicap Portfolio Approach – By investing across large, mid and small cap stocks, Stallion Asset balances growth and risk. This multicap strategy not only enhances potential returns but also limits downside risk providing a more resilient investment portfolio in varying market conditions
• Skin in the Game – A key differentiator for Stallion Asset is its commitment to putting its own money alongside clients’ investments. This ensures that the firm’s interests are fully aligned with its clients and reinforces a disciplined approach to identifying the best investment opportunities

Conclusion

Stallion Asset Pvt. Ltd. has established itself as a trusted and disciplined player in India’s portfolio management space. With a strong focus on research driven stock selection, sectoral and market cap diversification and ethical leadership the firm aims to deliver consistent long term wealth creation for its clients.

From the founder’s hands on market experience to the 4 M’s investment philosophy – Market Leadership, Market Opportunity, Management and Margin of Safety. Stallion Asset provides a structured approach that balances growth potential with risk management. Their multicap portfolio strategy, combined with a commitment to putting their own money alongside clients’ investments further reinforces client trust and alignment of interests

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