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Author: Bryan Dooley, CFA

Home > Archives for Bryan Dooley, CFA > Page 4

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  • Fund Manager's Report

    LOM Stable Income Fund Manager’s Report Q2 2025

    July 3, 2025

    The Stable Income Fund provided a net total return of +2.1% in Q2, a one-year return of 3.75% and an… Read more

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  • Iran Conflict: Markets Shaken Not Stirred

    Iran Conflict: Markets Shaken Not Stirred

    June 24, 2025

    Despite heightened geopolitical tensions in the Middle East this month, financial markets have shown remarkable resilience. On June 13, 2025,… Read more

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  • Tariffs, Innovation, and the Battle for Wealth Creation

    Tariffs, Innovation, and the Battle for Wealth Creation

    April 29, 2025

    Financial markets in 2025 have been heavily shaped by the ongoing narrative around tariffs. At their core, tariffs are simply… Read more

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  • Fund Manager's Report

    LOM Balanced Fund Manager’s Report Q1 2025

    April 7, 2025

    During the first quarter of 2025, the LOM Balanced Fund fell 2.14% as markets as markets braced for U.S. tariff… Read more

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  • Fund Manager's Report

    LOM Fixed Income Fund Manager’s Report Q1 2025

    April 7, 2025

    Over the first quarter of 2025 the LOM Fixed Income Fund rose 1.47% as investors sought safety amid rising tariff… Read more

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  • Fund Manager's Report

    LOM Innovation and Opportunity Fund Manager’s Report Q1 2025

    April 7, 2025

    Innovative companies and small cap opportunity equities generally fared poorly in Q1 as markets braced for U.S. tariff uncertainty in… Read more

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  • Fund Manager's Report

    LOM Stable Income Fund Manager’s Report Q1 2025

    April 7, 2025

    The Stable Income Fund provided a net total return of +0.50% in Q1 2025 after gaining +7.22% for the 2024… Read more

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  • Fund Manager's Report

    LOM Equity Growth Fund Manager’s Report Q1 2025

    April 7, 2025

    Over the first quarter of 2025, the LOM Equity Growth Fund fell 3.73% as markets as markets braced for U.S…. Read more

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  • A Quick Review of a Rocky First Quarter

    A Quick Review of a Rocky First Quarter

    April 3, 2025

    In the first quarter of 2025, the global economy experienced significant turbulence, primarily due to U.S. President Donald Trump’s implementation… Read more

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  • In Defense of Defense Stocks

    In Defense of Defense Stocks

    March 4, 2025

    Investor sentiment toward U.S. defense stocks has turned increasingly cautious. Since the U.S. election last November, the largest publicly traded… Read more

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