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LOM Fixed Income Fund Manager’s Report Q1 2026
In Q1 2026, the Fund saw a slight drop in value as investors reversed positions on rate cuts ascredit spreads… Read more
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LOM Equity Growth Fund Manager’s Report Q1 2026
Over the first quarter of 2026, the LOM Equity Growth Fund declined by 2.48% as investorsbegan to price in the… Read more
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War, Stagflation, and the Fallout
Operation Epic Fury has created the largest oil supply shock in history, sending Brent crude above $100/bbl and introducing a… Read more
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The Financial Sector Investment Opportunity
After a relatively solid showing in 2025, financial stocks have lately fallen out of favor. The KBW Bank Index is… Read more
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M.A.D.ness in the Strait
Operation Epic Fury, launched on 28th February in Iran, has already toppled the Iranian regime. Ayatollah Ali Khamenei was killed… Read more
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AI CapEx Deluge or SaaS Apocalypse? The Jury Is Still Out
Last week on Monday and Tuesday, approximately $300 billion was erased from software and data stocks during the trading sessions…. Read more
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A Golden Era?
Gold is the ultimate risk-off asset, if the global financial system was to completely fail then it should retain its… Read more
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LOM Emerging Market Fund Manager’s Report Q4 2025
Emerging markets closed the fourth quarter of 2025 on solid footing, capping a strong year in which the asset class… Read more
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LOM Innovation and Opportunity Fund Manager’s Report Q4 2025
Innovative companies and small cap opportunity equities delivered mixed performance over Q4; following a weak October and November markets rallied… Read more
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LOM Equity Growth Fund Manager’s Report Q4 2025
Over the fourth quarter of 2025, the LOM Equity Growth Fund gained 1.60% as markets continued to respond favorably to… Read more
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