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LOM Innovation and Opportunity Fund Manager’s Report Q3 2026
Innovative technology and small cap opportunity equities navigated a volatile third quarter in 2026,as renewed US-Iran hostilities, a sharp rise… Read more
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LOM Balanced Fund Manager’s Report Q3 2026
Over the third quarter, the Fund appreciated 0.78%. Markets were more volatile throughout the period, as continued tensions in the… Read more
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LOM Emerging Market Fund Manager’s Report Q3 2026
Emerging markets were broadly flat in the third quarter, masking significant volatility underneath. The MSCI Emerging Markets Index returned -0.4%… Read more
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LOM Stable Income Fund Manager’s Report Q3 2026
Despite a challenging summer for higher-yielding equities and preferred securities, the Stable Income Fund posted a positive total return over… Read more
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LOM Fixed Income Fund Manager’s Report Q3 2026
The Fund declined 1.89% in the third quarter of 2026, as the conflict with Iran and persistent inflation concerns drove… Read more
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LOM Equity Growth Fund Manager’s Report Q3 2026
The third quarter of 2026 brought heightened volatility, driven by the prolonged conflict in the Middle East, a hawkish Federal… Read more
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Earnings Up, Valuations Down, Yields Back
Markets held up well in the third quarter despite an escalating Middle East conflict, a Fed rate hike and the… Read more
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Trump vs Warsh: The 30-Year Pressure Cooker
The American Dream is a promise every president seeks to make to Americans: rising prosperity and the economic stability that… Read more
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Ocean 89 Radio Interview – Wealth Wednesday
Investing Through Uncertainty: Why Staying Active Matters Markets can feel confusing by oil prices, global conflict, tariffs, interest rates, and… Read more
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Insurance Investors: Time to Get Choosy
Insurance stocks have had a nice run, maybe too nice. As a group, the sector is up about 15% since… Read more