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Category: LOM Fund Reports

Home > Insights > LOM Fund Reports > Page 5

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  • Fund Manager's Report

    LOM Balanced Fund Manager’s Report Q3 2024

    October 3, 2024

    The Balanced Fund provided a total return of 12.91% on a year-to-date basis through the end of the third quarter… Read more

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  • Fund Manager's Report

    LOM Innovation and Opportunity Fund Manager’s Report Q3 2024

    October 3, 2024

    Many of our fast-growing, innovative companies performed well over the first three quarters of 2024 as markets sustained momentum on… Read more

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  • Fund Manager's Report

    LOM Stable Income Fund Manager’s Report Q3 2024

    October 3, 2024

    The Stable Income Fund provided a net total return of 10.67%on a year-to-date basis through the end of Q3 as… Read more

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  • Fund Manager's Report

    LOM Equity Growth Fund Manager’s Report Q3 2024

    October 3, 2024

    For first three quarters of 2024, the LOM Equity Growth Fund provided a net total return of 18.63% as markets… Read more

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  • Fund Manager's Report

    LOM Fixed Income Fund Manager’s Report Q3 2024

    October 3, 2024

    Over the first three quarters of 2024 the LOM Fixed Income Fund gained 4.88% as our managed fixed income portfolio… Read more

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  • Fed Strategy Shifts: The Cutting Cycle Set to Start

    Fed Strategy Shifts: The Cutting Cycle Set to Start

    August 28, 2024

    Since 1978, the Federal Reserve Bank of Kansas City has drawn the financial world’s attention to Jackson Hole, Wyoming, for… Read more

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  • Fund Manager's Report

    LOM Innovation and Opportunity Fund Manager’s Report Q2 2024

    July 9, 2024

    Many of our fast-growing, innovative companies performed well over the first half of 2024 as markets sustained this year’s momentum… Read more

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  • Fund Manager's Report

    LOM Fixed Income Fund Manager’s Report Q2 2024

    July 9, 2024

    For the second quarter of 2024 the LOM Fixed Income Fund gained 1.24% as our managed fixed income portfolio performed… Read more

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  • Fund Manager's Report

    LOM Balanced Fund Manager’s Report Q2 2024

    July 9, 2024

    Over the second quarter of 2024, the Balanced Fund provided a return of +5.96% as global equity markets responded positively… Read more

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  • Fund Manager's Report

    LOM Equity Growth Fund Manager’s Report Q2 2024

    July 9, 2024

    During the second quarter of 2024, the LOM Equity Growth Fund rose 3.41% as markets sustained this year’s momentum on… Read more

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