Author: Bryan Dooley, CFA

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

The Balanced Fund provided a net total return of 11.87% in for the 2024 year with many of our regional… Read more

Many of our fast-growing, innovative companies and small cap opportunity positions performed well over the course of 2024 as markets… Read more

The Stable Income Fund provided a net total return of +7.22%for the 2024 year as global risk markets responded positively… Read more

Over the fourth quarter of 2024 the LOM Fixed Income Fund fell -0.45 as our managed fixed income portfolio outperformed… Read more

For the 2024 year, the LOM Equity Growth Fund provided a net total return of 19.19% as markets sustained their… Read more

The Balanced Fund provided a total return of 12.91% on a year-to-date basis through the end of the third quarter… Read more

Many of our fast-growing, innovative companies performed well over the first three quarters of 2024 as markets sustained momentum on… Read more

The Stable Income Fund provided a net total return of 10.67%on a year-to-date basis through the end of Q3 as… Read more

For first three quarters of 2024, the LOM Equity Growth Fund provided a net total return of 18.63% as markets… Read more