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LOM Innovation and Opportunity Fund Manager’s Report Q2 2026
Innovative technology and small cap opportunity staged a powerful recovery in Q2 2026, as easing geopolitical tensions, robust corporate earnings… Read more
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Age of Electricity: Energy Demand, Supply Shocks and the Investment Opportunity
Believe it or not, the best-performing S&P 500 sector over the past five years is not technology. It is energy…. Read more
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Dose of Disruption: Will 2025 Healthcare Bounce Like the 2000s?
The Healthcare sector has been experiencing one of its most challenging performance periods on record, marked by significant underperformance relative… Read more