Strategies | Christmas Corporation

Christmas Corporation is a fundamental-driven investment manager with strong emphasis on rigorous stock picking and portfolio management. We actively manage clients portfolio with Christmas Signature Strategy.

Signature Strategy

The strategy aim to produce long-term capital appreciation by investing in U.S. innovative companies and European ultra-luxury goods producers. We seek to invest in companies with strong long-term growth, high operating profit margin, sustainable competitive advantages, and resistance against macroeconomic downturn. This strategy was a finalist at the National Association of Active Investment Managers (NAAIM) 2021 Active Investing Competition.

Market	U.S. and Eurozone
No. of Holdings	15 to 25 stocks
Main Sectors	Information Tech, Luxury, Medical Tech
Inception	January 2016
Annual Return, net of fees	26.25%
Sharpe Ratio	1.39

Christmas Corporation (“Christmas") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training nor does it imply endorsement by The SEC. Please see our Form ADV and other disclosures. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value, and there is always the potential of losing money when you invest in securities. Past performance is no guarantee of future results. Performance results were prepared by Christmas, and have not been reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Any expected returns or projections are hypothetical in nature and may not reflect actual future performance.

Interactive Brokers (“IB”) is the execution broker, clearing broker, and custodian. Marsco Investment Corporation (“Marsco”) serves as a fully-disclosed introducing broker to Interactive Brokers. Both IB and Marsco are SEC registered broker-dealers and members of FINRA/SIPC. Client Portal is powered by TradingFront of which Interactive Brokers is an indirect shareholder.

Christmas provides investment advisory solely through interactive website.