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Author: Anna McLeod, CFA

Home > Archives for Anna McLeod, CFA

  • Memory Chips: Cycle or Supercycle?

    Memory Chips: Cycle or Supercycle?

    August 12, 2026

    Behind every AI model, smartphone, and data centre sits one essential component: the memory chip. The most common form is… Read more

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  • Fund Manager's Report

    LOM Innovation and Opportunity Fund Manager’s Report Q2 2026

    July 10, 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

    Age of Electricity: Energy Demand, Supply Shocks and the Investment Opportunity

    April 29, 2026

    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?

    Dose of Disruption: Will 2025 Healthcare Bounce Like the 2000s?

    September 4, 2025

    The Healthcare sector has been experiencing one of its most challenging performance periods on record, marked by significant underperformance relative… Read more

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