Author: Bryan Dooley, CFA

Infrastructure spending is a powerful secular trend poised to benefit many companies across several key sectors. According to the Global… Read more

For the first quarter of 2024 the LOM Fixed Income Fund gained 1.16% as our individual securities held up better… Read more

Over the first quarter of 2024, the LOM Stable Income Fund returned 3.69% (including dividends) as global equity and fixed… Read more

Over the first quarter of 2024, the Balanced Fund provided a return of +5.96% as global equity markets responded positively… Read more

During the first quarter of 2023, the LOM Equity Growth Fund rose 10.07% as markets rallied on optimism about an… Read more

So far this year, financial markets have demonstrated remarkable resilience. To date, the S&P 500 and the MSCI World Stock… Read more

This year’s Q4 earnings reporting season has been full of surprises, both positive and negative. Notably, companies in the AI-related… Read more

Coming into 2023 consensus projections saw a year of exceedingly weak growth amid tangible risks of a downturn. Federal Reserve… Read more

Over the fourth quarter of 2023, the Balanced Fund provided a return of 9.31% as global equity and fixed income… Read more

Many of our fast-growing, innovative companies performed well during the final quarter of 2023 as longer-term interest rates began to… Read more