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LOM Stable Income Fund Manager’s Report Q2 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
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
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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LOM Balanced Fund Manager’s Report Q1 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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LOM Fixed Income Fund Manager’s Report Q1 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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LOM Innovation and Opportunity Fund Manager’s Report Q1 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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LOM Stable Income Fund Manager’s Report Q1 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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LOM Equity Growth Fund Manager’s Report Q1 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
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
Investor sentiment toward U.S. defense stocks has turned increasingly cautious. Since the U.S. election last November, the largest publicly traded… Read more