Strategies | Christmas Corporation

We are a fundamental-driven investment manager with strong emphasis on research and valuation. We only buy stocks that we are proud of owning them and we see fit to fulfil long-term ambition of growing our capital side by side with clients.

Currently we only manage clients portfolio with 2 strategies that has been tested through good times and bad times.

Signature Strategy

The portfolio invests in equities across the U.S. and Euro Area. We seek to invest in companies with strong long-term growth, high operating profit margin, sustainable competitive advantages through innovation and/or brand value, and resistance against macroeconomic downturn.

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	26.88%
Sharpe Ratio	1.41

HyperGrowth Strategy

The portfolio seeks to invest in U.S. listed companies with at least 30% long-term growth on revenues, driven by strong innovation. The portfolio is long-only and may be concentrated in 10 stocks or less at a time. We are targeting 4X to 5X investment result over 5-year period, implying a target of 32-38% annual return, gross before performance fees.

This strategy has not been offered to U.S. persons yet.

Market	US-listed stocks
No. of Holdings	10
Main Sectors	Information Tech, Medical Tech
Inception
Annual Return, net of fees	33.6%
Sharpe Ratio	1.24

Investment management and advisory services are provided by Christmas Corporation, an SEC registered investment adviser (SEC file number: 801-107155). Registration does not imply a certain level of skill or training nor does it imply endorsement by The SEC.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is not a guarantee of future results. For more details, see our Form ADV Part 2 and other disclosures.

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Christmas Corporation. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.

For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.

Investment Strategies