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market diversification

Moderating Risk through Diversification

Global equity markets continued to push through to new highs last week. Notably, the S&P 500, the Dow Jones Industrial Average, Germany’s benchmark DAX index and the MSCI World Stock index all reach record levels as investor confidence was stoked by anticipation of stronger corporate earnings and faster global growth. Meanwhile, the greenback has retreated […]

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Market analysis

LOM Stable Income Fund Manager’s Report Q3 2017

Over the third quarter of 2017 the LOM Stable Income Fund once again demonstrated strong performance on both an absolute and relative basis. While growth stocks have stolen the headlines in terms of broader equity market performance this year, the Stable Income Fund’s ‘tortoise’ strategy of investing in more mature dividend-paying companies has also produced […]

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Market analysis

LOM Fixed Income Fund Manager’s Report Q3 2017

The LOM Fixed Income Fund USD provided a net total return of 0.64% for the third quarter, outpacing its stated benchmark, the Citigroup 1-5 year Government/Corporate index, which increased by 0.42% during the period. Year-to-date, the Fund has advanced by 3.58% versus a 2.44% return on the benchmark. The Fixed Income Fund continues to outperform […]

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Market analysis

LOM Equity Growth Fund Manager’s Report Q3 2017

For the third quarter of 2017, the LOM Equity Growth Fund achieved a net total return of 4.93% compared to the MSCI World Stock Index which advanced by 4.39%, representing outperformance of 0.54%. Year-to-date the Fund is up 16.23% outpacing the MSCI World stock index which increased by 14.24% and S&P 500 stock which gained […]

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Riding the Storm Out

First of all, my thoughts go out to all those who were directly or indirectly affected by this year’s hurricanes which swept across Texas, Florida and the Caribbean islands. My family in South Florida made it through okay although many in the area are still without power. Hurricane Irma fortunately turned out to be less […]

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Not Exactly Summer Doldrums!

Global equity markets had a volatile two weeks in August. Early last week, markets bounced back after tumbling for a few days due to heightened tension between the U.S. and North Korea. U.S. retail sales in July showed surprising strength, with 10 of 13 major retail categories showing gains, including department stores and building materials […]

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Socially Responsible Investing Comes of Age

Global equity markets mostly consolidated sideways last week, although the Dow Jones Industrial average managed to reach a new all-time high of 22,000 after a few of its key constituents reported better-than-expected earnings. Meanwhile, Friday’s closely-watched U.S. employment report came in on the strong side with non-farm payrolls posting an increase of 209,000 jobs. The […]

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Market analysis

LOM Stable Income Fund Manager’s Report Q2 2017

For Q2 2017 the LOM Stable Income Fund ended a positive quarter despite an uptick in interest rates which caused a sell off in longer duration fixed income securities at the end of the June. In this time of gradually rising short term interest rates, dividends distributed from our preferred and common stock positions combined […]

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Market analysis

LOM Equity Growth Fund Manager’s Report Q2 2017

For the second quarter of 2017, the LOM Equity Growth Fund delivered a net total return of 4.16% compared to the MSCI World Stock Index which advanced by 3.38%, representing outperformance of 0.77%. The S&P 500 stock index gained 3.09% for the period. The Fund benefitted from well positioned sector weightings and strong security selection, […]

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Market analysis

LOM Fixed Income Fund Manager’s Report Q2 2017

The LOM Fixed Income Fund USD delivered a total return of 1.21% for the second quarter, outpacing its stated benchmark, the 1‐5 year Government/Corporate index, which increased by 0.64% over the period. The excess return on the Fund of 0.57% was net of all fees and expenses. The Fund continues to outperform its index and […]

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