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Category: LOM Fund Reports

Home > Insights > LOM Fund Reports > Page 2

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  • War, Stagflation, and the Fallout

    War, Stagflation, and the Fallout

    March 31, 2026

    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

    The Financial Sector Investment Opportunity

    March 18, 2026

    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

    M.A.D.ness in the Strait

    March 11, 2026

    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

    AI CapEx Deluge or SaaS Apocalypse? The Jury Is Still Out

    February 10, 2026

    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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  • Fund Manager's Report

    LOM Emerging Market Fund Manager’s Report Q4 2025

    January 15, 2026

    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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  • Fund Manager's Report

    LOM Innovation and Opportunity Fund Manager’s Report Q4 2025

    January 12, 2026

    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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  • Fund Manager's Report

    LOM Equity Growth Fund Manager’s Report Q4 2025

    January 7, 2026

    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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  • Fund Manager's Report

    LOM Balanced Fund Manager’s Report Q4 2025

    January 7, 2026

    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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  • Fund Manager's Report

    LOM Stable Income Fund Manager’s Report Q4 2025

    January 7, 2026

    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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  • Fund Manager's Report

    LOM Fixed Income Fund Manager’s Report Q4 2025

    January 7, 2026

    During 2025, the LOM Fixed Income Fund generated a return of 5.27%, benefiting from stronger demand for short to intermediate… Read more

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