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June Market Review LOM

June 2017 Market Review

The month of May began with a meeting of the Governors of the U.S. Federal Reserve on the 3rd. where it was announced that the benchmark interest rate would remain in its range of 0.75% to 1%. The FOMC meeting also saw the longstanding policy of reinvesting principal payments extended. Continuing the week with market […]

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LOM Financial launches new promotional video

The LOM Financial Group, a premier offshore financial services company based in Hamilton, Bermuda, has launched a new promotional video that highlights the many top-of-the-line services it offers to international clients. The video features the company’s operations in key locations around the world, including its Head quarters in Bermuda and offices in the Bahamas, the […]

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US Tax Plan Trump

A Taxing Problem

Without question, over the past several years, heavy-handed government policies have had an increasing influence on financial markets around the world. Events such as the UK’s now infamous Brexit vote, last year’s controversial American election and more recently Emmanuel Macron’s political victory in France have had an outsized impact on currencies, securities prices and overall […]

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April 2017 in Review

April began with the highly-anticipated U.S. Employment situation report on Friday, April 7th. The all important Non-Farm Payroll headline came in far below expectations at 98,000 vs. 175,000. Winter storm Stella, a category 3 storm that affected the Northeastern United States during the survey weeks was squarely blamed for this disappointment. On the bright side, […]

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Earnings Season Appears to Be the Best Since 2011

Yes, strong numbers were expected. But 78% of firms that have reported have beaten estimates! More than 27% of the companies in the Standard & Poor’s 500 index have reported first-quarter results, and this is shaping up to be the best earnings season in nearly six years. But the not-so-good news: This stellar showing is […]

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Financial Statement 2016 LOM

Financial Statement 2016

During 2016 LOM managed to win new clients, raise additional assets and improve our financial performance. Our assets under administration (AUA) rose from $635 million at the beginning of the year to $684 million by the end of 2016. I am pleased to report that this success has continued with AUA rising to $769 million […]

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The Case for Global Equities

President Donald J. Trump’s commitment to making America great again has helped drive U.S. stock prices to new all-time highs. The newly-elected President’s outspoken demeanor combined with soaring business confidence have stoked hopes for a more prosperous country – adding yet another leg to an extended risk rally which has made the major U.S. stock […]

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Slacklining

Balanced Fund Manager’s Report Q1 2017

With a traditional 60/40 split between Equity and Fixed income as a long-term target, The LOM Balanced Fund seeks to provide superior returns with lower risk relative to the benchmark portfolio. The Fund invests in a globally diversified portfolio of individual securities, Exchange-Traded Funds (ETF’s) and other third-party offshore funds, all managed on a “top […]

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LOM Stable Income Fund Manager’s Report Q1 2017

Following completion of its fifth successful calendar year in 2016, the Stable Income Fund is once again off to a strong start in 2017. In Q1 2017, the Fund posted another strong quarter, exceeding both its benchmark and the Bloomberg Offshore Balanced Index. The Fund delivered a net total return of 4.37% over the period […]

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LOM Equity Growth Fund Manager’s Report Q1 2017

Over the first quarter of 2017, the LOM Equity Growth Fund delivered a net total return of 6.35% compared to the MSCI World Stock Index which increased by 5.27% on a fee-adjusted basis, representing outperformance of 1.08%. The Fund benefited from advantageous sector weightings combined with strong security selection which collectively contributed 165 basis point […]

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