Author: Bryan Dooley, CFA

The new year has begun with somewhat of an extension of the now legendary ‘Trump rally’ which ensued immediately after… Read more

For 2016 year, +3.98% net, +6.28% gross total return. Five year net annualized return was +6.78% net, +9.08% gross. Overweight… Read more

For 2016, Fund achieved +2.91% total return (net) versus benchmark return of 1.59% despite Q4 selloff. Exceeds the return on… Read more

The SIF achieved a total return of positive 4.02% last year despite the worst fixed income market selloff in 13… Read more

Photo credit iStock.com ©scarletsails Opinions about the direction of economy after Donald Trump takes residence in the White House next… Read more

With the U.S. election in the rear view mirror, investors are looking ahead to the December Fed meeting where futures… Read more

Debates, commentary and tweets from this season’s unlikely pair of U.S. presidential candidates have been causing big swings in the… Read more

Download the PDF LOM Equity Growth Fund Managers Report August 2016 Mainly due to unexpected currency movements and an overweighting in… Read more

The Dividend Value Portfolio continues to exceed the total return on its stated benchmark over both a short and longer… Read more

Last week global financial markets were roiled when the U.K. voted in favour of leaving the EU. Now Western Europe… Read more