We are not traders. We recommend an investment only if we believe the stock can atleast double in next 12-18 months.
We sell only if one of these things happens
1) Better Investment Opportunity
2) Story no longer Holds True
3) Extremely Overvalued
4) Long Term Breakdown in Stock, Sector or Market.
Fees once paid are non-cancellable and non-refundable
Currently in the Indian Market there are two types of advisory services available
1) Intraday Trading Advisory (Strongly advice to Ignore them)
2) Long Term Buy & Hold Advisory
Our proprietary studies of the History of financial markets have proven that active buy & rotate strategy works a lot better than buy & hold strategy. The prospects of buy & rotate are better not only on returns but also lower drawdowns (risk). There has been a sector leader in every bull market in India in last 25 years and we intend to concentrate our portfolio in those 2-3 sectors. We use a combination of both Fundamental & Technical Analysis which ensures not only higher returns but also strong risk management (Technical Analysis is used only for risk management purpose).
Amit Jeswani, CFA, CMT who is the founder & CIO of Stallion Asset has beaten 100% of mutual funds in 2013 and 2014 in his prior venture Traders & Trainers. He has beaten 99.8% of mutual funds in 2015. We strongly believe that most mutual funds are in business of sales rather than creating any serious wealth. They are paid on the amount of money they manage rather than on performance. Infact research of last 15 years shows that majority of mutual funds underperform their benchmark. We have a strong vested interest in you making money as we understand that our renewals depend on your winnings.
We believe derivatives are weapons of mass destruction and never use it for trading or hedging. Most of our recommended companies are in the midcap space where there are no derivatives, but even if they were there we wouldn’t use it anyway.
We encourage our members to ask us questions about companies we have recommended but there are 6000+ companies listed in the Indian Stock Market, which makes it impossible for anyone to have updated knowledge about every one of those. We cannot possibly cover all these companies, but even if we do cover companies we cannot as per SEBI rules share information to a select group of people. Though if you really like a company, you can mail us the thesis and we can discuss it over.
Every company we add in our portfolio, we have internal target of more than 100% but not every company we buy delivers those kinds of returns. We do lose money on some of our stocks as well if the story doesn’t play out as expected. On a portfolio level our goal is to achieve return of more than 25-30% compounded for long period of time. If you compound your money at 26% for next 10 years, you portfolio increases 10 times. We don’t see any other asset class except active stock selection giving you those kinds of returns.
We don’t use short term charts to predict the future. We don’t believe we have the ability to catch the top or the bottom. We strongly believe that wealth is made by catching that one big bubble. If you didn’t buy Information Technology in late 1990’s or Infrastructure in 2004 you missed out on a large opportunity. The only sane way to trade a bubble is to keep a Trailing stop loss. On stocks which have large momentum, (bubble) we do use stop losses.
No, we are not a broking house. We are an Independent Equity Research firm. You are encouraged to choose a broker you are comfortable with.
Our services are not suitable for investors with the following profile:
· If you suffer from Activity syndrome and need constant activity (buying/selling) in the market. You are looking to get rich quick.
· If you consider 1 year as a very long period for investment.
· If you consider stock investing as gambling.
· If you want entertainment and time pass from stock market rather than wealth creation.
· If you believe, you can make money on intraday and weekly basis consistently by trading in equities.
For any other queries besides the ones listed above, please drop a mail at firstname.lastname@example.org
You can also call us at 022-40033944