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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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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LOM Fixed Income Fund Manager’s Report Q1 2017

Despite the Federal Reserve’s decidedly more hawkish tone since the end of 2016, exemplified by the sooner-than-expected rate increase at the March FOMC meeting, U.S. bond markets managed modest gains over the first quarter of 2017. The LOM Fixed Income Fund USD delivered a total return of 1.69% for the first three months of this […]

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April in Review

March 2017 in Review

The month of March saw conflicting headline impact between U.S. fiscal and monetary policy as one of the main drivers of worldwide sentiment. The net effect was a reduction in risk sentiment expressed by the leveling out of the S&P500 Index below 2,400. On the monetary policy side, the March 15th benchmark interest rate increase […]

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