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Christmas Corporation is a fundamental-driven investment manager with strong emphasis on rigorous stock picking and actively-managed portfolio strategies
Signature Equity Strategy
The Strategy aims to generate long-term capital appreciation by investing in equities across the U.S. and global stock markets. Exposure: innovation-technology, luxury, and steady growth.
Market U.S. and Eurozone
No. of Holdings 15 to 25 stocks
Main Sectors Technology, Luxury, Utilities, Consumer Staples
Inception January 1, 2016
Annual Return, net of fees 15.6%
Sharpe Ratio 0.76


High Dividend Strategy
The Strategy’s primary objective is to generate income and its secondary objective is to produce growth of capital value and income. The portfolio seeks to produce both better dividend yield and growth versus a traditional 40/60 portfolio.
Market U.S. and Emerging Market
No. of Holdings 15-20
Main Sectors Short-Term Bonds, Private Credit, Real Estate, Utilities
Inception July 1, 2024
Annual Return, net of fees n.a
Sharpe Ratio n.a