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INDEPENDENT EQUITY RESEARCH SEBI REGISTRATION NUMBER – INH000002582.

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Presentation on theme: "INDEPENDENT EQUITY RESEARCH SEBI REGISTRATION NUMBER – INH000002582."— Presentation transcript:

1 INDEPENDENT EQUITY RESEARCH SEBI REGISTRATION NUMBER – INH000002582

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3 ABOUT US OPPORTUNITY INVESTMENT PHILOSOPHY PAST PERFORMANCE WHY JOIN US?

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5 Stallion Asset is an SEBI Registered ( INH000002582 ) Independent Equity Advisory Company backed by experts who have huge experience in wealth creation in the Indian Stock Market. We are Specialist in buying high quality midcap companies that are often ignored by the analyst community. We strongly believe that: Anyone can bounce back from a devastating setback Anyone can master the art of stock selection Anyone can build massive wealth

6 Amit Jeswani, CFA, CMT Founder & Chief Investment Officer A Double Charter, has successfully completed his Chartered Financial Analyst (Virginia, USA) and Chartered Market Technician (New York, USA). He graduated in Business with finance from Kingston University London. He has been investing in capital markets from last 10 years. He started at a tender age of 16 as his father was a Stock Broker and has worked with various financial giants like Guggenheim Partners, JP Morgan Chase, Crisil and MF Global. He is an active member with Association of Technical Market Analyst and Indian Association of Investment Professionals.

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8 India’s Next Trillion Dollar Era It Took India 60 years for the first US$ 1 trillion of GDP, today India is 10th largest economy in world It took only 7 years for US$2 Trillion and expected to take only 3 years for US$3Trillion

9 Except Strong Rebound in Earning Going Forward mdiary@motilaloswal.com

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11 Make In India – Manufacturing sector will get a boost with the government’s ‘Make in India’ initiative Digital India- Digitalization is the next big trend which will drive the future growth Swachh Bharat- Cleanliness is the goal of the government through this initiative Smart Cities- With the announcement of development of 100 new smart cities, not only will the consumption increase but also employment opportunities Infrastructure Development – Infrastructure sector should see a major push after 2008 as it’s a prerequisite for the smart city development.

12 INVESTMENT PHILOSOPHY

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14 Out of the 200 biggest percentage gainers in last 3 years, 75% had a Initial market cap between 100 Cr. and 1000 Cr. Only 5% of the 200 biggest percentage gainers in last 3 years had a market cap of above 5000 crores

15 In every bull market small cap has outperformed large cap…

16 We use a top down approach for allocation of Assets. Historical studies show sector selection contributes 60-80% of portfolio alpha in US mutual funds. We screen sectors using three main fundamental screeners a) Growth b) Valuation c) Momentum. Our Proprietary research suggests that capital market move in 7:3 sector waves format globally. In a bear market historically we have 3 sectors moving higher (defensives) and 7 sectors moving lower. Our positions are generally concentrated in 3 sectors. We rotate our portfolio beta to generate alpha using various Relative Strength and inter-market analysis.

17 In every bull market there is one sector trend that gives a wealth creating opportunity. It lasts till the markets are Trend and then the trend changes in favor of some other sector. Therefore it is important to be part of the sector in play to catch multi baggers. Sector Rotation creates 80% of Alpha in US mutual Funds.

18 Cement (1988-1992) ACC up 68 times Gujarat Ambuja up 70 times Technology (1996-2000 ) Infoseys up 280 times Wipro up 300 times

19 Entertainment (1998-2000) Zee entertainment up 180 times Real Estate (2003-2007) Unitech up 150 times Anand Raj up 400 times

20 Auto (2009-2014) Eicher up 70 times TVS up 20 times Motherson up 30 times Infrastructure (2003-2007) JP Associates up 90 times ERA infra 200 times Consumption (2009-2014) Page Industries up 26 times Havells up 35 times Supreme up 32 times

21 1800 companies listed on NSE Fundamental Screener (60 companies) Technical Analysis (20 companies) Portfolio Companies (10 companies)

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23 StockBuy PriceSell PriceGain%Holding Period Kitex Garment849601043%18 Months Cera Sanitary4401675281%9 Months Avanti Feeds2201250468%10 Months Ashisna Housing62210239%21 Months Manjushree Tech114421269%14 Months Kellton Tech.73215195%5 Months GM Breweries150745397%5 Months

24 Performance at Traders & Trainers YearPortfolioCNX MidcapNiftyBank FD 201332%-5%7%10% 2014133%53%30%10% 201526%7%-5%10% Total288%56%32%33% *Audited till 31/3/2015 * Performance of our CIO at previous Venture

25 Historically Indian Equity markets have given returns of 3-4% more than its 10 year bond yield. Since the yields are at 8% today, we should expect a CAGR return of 11-12% for nifty that should take it to 19500- 21000 by 2025. We are Extremely confident of achieving 25-30% CAGR which should take your portfolio value 10-14 times in the next 10 years. This is by no way a guarantee, but we promise to leave no stone unturned to get there.

26 Our fees structure differs quite radically from mutual funds in how we charge fees. A mutual fund manager incentives are not aligned to portfolio profits hence they target returns closer to the benchmark, whereas we charge subscription fees. We understand that our if we don’t beat the markets our clients will not renew their premium Membership. There is ‘no free lunch’ for us as if we don’t beat the market, we don’t eat. This creates an incentive for us to research harder and seek for returns. Since we have an unleveraged portfolio and have strong risk management systems, our risk is always managed.

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28 Our Investment Philosophy is derived from 20 years of empirical research of the biggest wealth creators in any 3 Year periods in the Indian Stock Market. We don’t speculate into futures or Options Proven strategy which is back tested 20 years Use a combination of both Fundamentals and Technical Analyst CIO among few double charter (CFA & CMT) in the world Ethical & Transparent Dealing with Clients. Every Investment idea comes with a Video Research as well as full PDF report.

29 Our CIO has Beaten 100% of mutual funds in 2013 and 2014 He Beat 99.8% Mutual funds in 2015 In last 3 years, he has given a return of 288% ending December 2015 Highest Drawdown in last 3 years has been never more than 15% Standard Deviation (risk) of Returns 30% lower than that of CNXMIDCAP100 in last 3 years.

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