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Category: LOM Fund Reports

Home > Insights > LOM Fund Reports > Page 3

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  • Fund Manager's Report

    LOM Innovation and Opportunity Fund Manager’s Report Q3 2025

    October 8, 2025

    Innovative companies and small cap opportunity equities rallied in Q3 as markets responded positively to strong corporate earnings and a… Read more

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  • Fund Manager's Report

    LOM Balanced Fund Manager’s Report Q3 2025

    October 8, 2025

    During the third quarter of 2025, the LOM Balanced Fund rose 5.90% as markets responded positively to strong corporate earnings… Read more

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  • Fund Manager's Report

    LOM Stable Income Fund Manager’s Report Q3 2025

    October 8, 2025

    The Stable Income Fund provided a net total return of +5.15% in Q3, a one-year return of 4.53% and an… Read more

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  • Fund Manager's Report

    LOM Equity Growth Fund Manager’s Report Q3 2025

    October 8, 2025

    Over the third quarter of 2025, the LOM Equity Growth Fund rose 7.02% as markets responded positively to strong corporate… Read more

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  • Fund Manager's Report

    LOM Fixed Income Fund Manager’s Report Q3 2025

    October 8, 2025

    Over the third quarter of 2025 the LOM Fixed Income Fund rose 2.09% as most bonds were better bid on… Read more

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  • Fund Manager's Report

    LOM Innovation and Opportunity Fund Manager’s Report Q2 2025

    July 11, 2025

    Innovative companies and small cap opportunity equities rallied in Q2 as markets rebounded from a sharp tariff-related selloff in early… Read more

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  • Fund Manager's Report

    LOM Balanced Fund Manager’s Report Q2 2025

    July 4, 2025

    During the second quarter of 2025, the LOM Balanced Fund rose 6.05% as market rebounded from a sharp tariff-related selloff… Read more

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  • Fund Manager's Report

    LOM Fixed Income Fund Manager’s Report Q2 2025

    July 3, 2025

    Over the second quarter of 2025 the LOM Fixed Income Fund rose 1.15% as intermediate-term bonds reversed course and rallied… Read more

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  • Fund Manager's Report

    LOM Equity Growth Fund Manager’s Report Q2 2025

    July 3, 2025

    Over the second quarter of 2025, the LOM Equity Growth Fund rose 11.11% as markets rebounded from a sharp tariff-related… Read more

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  • Fund Manager's Report

    LOM Stable Income Fund Manager’s Report Q2 2025

    July 3, 2025

    The Stable Income Fund provided a net total return of +2.1% in Q2, a one-year return of 3.75% and an… Read more

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