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War, Stagflation, and the Fallout
Operation Epic Fury has created the largest oil supply shock in history, sending Brent crude above $100/bbl and introducing a… Read more
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The Financial Sector Investment Opportunity
After a relatively solid showing in 2025, financial stocks have lately fallen out of favor. The KBW Bank Index is… Read more
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M.A.D.ness in the Strait
Operation Epic Fury, launched on 28th February in Iran, has already toppled the Iranian regime. Ayatollah Ali Khamenei was killed… Read more
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AI CapEx Deluge or SaaS Apocalypse? The Jury Is Still Out
Last week on Monday and Tuesday, approximately $300 billion was erased from software and data stocks during the trading sessions…. Read more
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LOM Emerging Market Fund Manager’s Report Q4 2025
Emerging markets closed the fourth quarter of 2025 on solid footing, capping a strong year in which the asset class… Read more
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LOM Innovation and Opportunity Fund Manager’s Report Q4 2025
Innovative companies and small cap opportunity equities delivered mixed performance over Q4; following a weak October and November markets rallied… Read more
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LOM Equity Growth Fund Manager’s Report Q4 2025
Over the fourth quarter of 2025, the LOM Equity Growth Fund gained 1.60% as markets continued to respond favorably to… Read more
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LOM Balanced Fund Manager’s Report Q4 2025
Over the course of 2025, the LOM Balanced Fund gained 10.85% as markets responded favorably to strong corporate earnings, a… Read more
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LOM Stable Income Fund Manager’s Report Q4 2025
Over the 2025 year, the Stable Income Fund achieved a net total return including dividends of 8.27%. During the Q4,… Read more
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LOM Fixed Income Fund Manager’s Report Q4 2025
During 2025, the LOM Fixed Income Fund generated a return of 5.27%, benefiting from stronger demand for short to intermediate… Read more