Our ability to develop a clear strategic direction combined with our strong track record of achieving superior risk-adjusted returns has resulted in excellent financial results and strong client retention over the past two decades.
LOM’s primary objective is to grow and preserve our clients’ capital. Our asset management division works on a fully discretionary basis, offering private asset management services to individuals, companies, trusts and institutions, based on their specific financial needs and circumstances and according to agreed investment mandates. Tailored discretionary services are offered to portfolios with a minimum of US$4 million.
Our highly qualified asset managers and research analysts use advanced analytical tools to conduct capital market and fund management research. We then turn global investment insights into an efficient portfolio, specifically tailored to your long or short-term goals and the level of your risk sensitivity.
Through the LOM Investment Policy Committee, you will have direct and indirect exposure to experienced professionals complete with comprehensive consulting, portfolio management and operational capabilities at your call. The Investment Policy Committee is an investment think-tank of experienced individuals with a variety of financial disciplines that interpret macro economic trends and set investment policy for the LOM group. Our process is rigorous, inductive and includes a healthy exchange of ideas across the organization.
LOM Asset Management also offers a wide array of products and portfolios designed to meet your individual investment objectives. For portfolios between US$500,000 and US$4 million we are able to offer SMA (separately managed account) portfolios with a specific strategy such as the equity growth or dividend value strategy portfolios. Similar strategies are also offered in our award winning mutual funds.
In addition to our experienced in-house managers, LOM’s open architecture platform allows us to work hand-in-hand with top tier third party asset managers in the course of achieving our clients’ goals. Our collaborative investment strategy is then built upon reasonable expectations for risk and returns, and typically employs a diversified mix of investments to avoid unnecessary risks and maximize expected risk-adjusted returns over time.
THE FIRM’S PRIVATE ASSET MANAGEMENT PRINCIPLES
1. Understand each client’s objectives and risk tolerance.
2. Grow and protect our client’s assets without incurring unnecessary risk.
3. Add value through a disciplined Asset Allocation approach.
4. Add value within each asset category through global industry/sector allocation and security selection.
5. Reduce portfolio volatility through prudent management of assets.
6. Maintain an open architecture to enable client portfolios to access strategies and management expertise residing beyond the level of our core competencies.
7. Manage client portfolios within the disciplines determined in the Investment Policy Statement.
8. Provide clients full transparency; all fees are clearly defined in the Investment Policy Statement.
LOM Asset Management Limited is the global portfolio management subsidiary of LOM Financial Limited, and is licensed to conduct investment business by the Bermuda Monetary Authority.
Please note: All investing is subject to risk, including possible loss of principal. Bonds and equities are subject to market sentiment, and an issuer’s inability to make interest or dividend payments will affect price. Diversification does not ensure a profit or protect against a loss but prudent management can reduce risk and increase returns.
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