Category: LOM Fund Reports

Over the first half of 2024, the LOM Stable Income Fund returned 5.91% (including dividends) as global equity and fixed… Read more

For the first quarter of 2024 the LOM Fixed Income Fund gained 1.16% as our individual securities held up better… Read more

Over the first quarter of 2024, the LOM Stable Income Fund returned 3.69% (including dividends) as global equity and fixed… Read more

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

During the first quarter of 2023, the LOM Equity Growth Fund rose 10.07% as markets rallied on optimism about an… Read more

Over the fourth quarter of 2023, the Balanced Fund provided a return of 9.31% as global equity and fixed income… Read more

Over the last quarter of 2023 the LOM Fixed Income Fund gained 3.16% as fixed income markets responded positively to… Read more

Over the fourth quarter of 2023, the LOM Stable Income Fund returned 4.35% (including dividends) as global equity and fixed… Read more

During the fourth quarter of 2023, the LOM Equity Growth Fund rose 11.73% as markets rallied on optimism about an… Read more

Reflecting on 2023, it emerges as a year marked by the resurgence of growth stocks, exemplified by the remarkable ascent… Read more