Category: LOM Fund Reports

During the first quarter of 2025, the LOM Balanced Fund fell 2.14% as markets as markets braced for U.S. tariff… Read more

Over the first quarter of 2025 the LOM Fixed Income Fund rose 1.47% as investors sought safety amid rising tariff… Read more

Innovative companies and small cap opportunity equities generally fared poorly in Q1 as markets braced for U.S. tariff uncertainty in… Read more

The Stable Income Fund provided a net total return of +0.50% in Q1 2025 after gaining +7.22% for the 2024… Read more

Over the first quarter of 2025, the LOM Equity Growth Fund fell 3.73% as markets as markets braced for U.S…. Read more

The Balanced Fund provided a net total return of 11.87% in for the 2024 year with many of our regional… Read more

Many of our fast-growing, innovative companies and small cap opportunity positions performed well over the course of 2024 as markets… Read more

The Stable Income Fund provided a net total return of +7.22%for the 2024 year as global risk markets responded positively… Read more

Over the fourth quarter of 2024 the LOM Fixed Income Fund fell -0.45 as our managed fixed income portfolio outperformed… Read more

For the 2024 year, the LOM Equity Growth Fund provided a net total return of 19.19% as markets sustained their… Read more