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Equity Growth Mutual Fund
Investment Objective
To seek long-term capital appreciation and dividend income primarily through investments in large cap, blue chip equity securities worldwide.
Management Style
The Fund will employ an actively managed program of identifying relative value between different countries and currencies that comprise the index. The decision making process, fundamental, bottom-up research will be used to identify companies that we feel will outperform over the long-term. The Fund may use Exchange Traded Funds (ETFs), third-party mutual funds and currency hedging to either limit or increase its exposure to a particular portion of the World market.
Fund Performance
- 3M
- 6M
- 1Y
- 3Y
- 5Y
- 10Y
Top Holdings
| Issuer | Weighting |
|---|---|
| Alphabet Inc | 4.55 |
| Broadcom Inc | 4.07 |
| NVIDIA Corp | 3.13 |
| Amazon.com Inc | 2.55 |
| Applied Materials Inc | 2.46 |
| State Street SPDR S&P 500 ETF | 2.38 |
| Apple Inc | 2.28 |
| Vanguard FTSE Developed Market | 2.16 |
| Invesco QQQ Trust Series | 2.07 |
| Microsoft Corp | 1.96 |
Analytics 1 Year
| Item | |
|---|---|
| Sharpe Ratio | 1.19 |
| Standard Deviation | 14.26 |
| % Periods Up | |
| % Periods Down | |
| Downside Risk |
Monthy Allocation
Considerations
Past performance is not indicative of future performance; as with any investment, the value of the fund may fluctuate and is not guaranteed. Performance is stated net of fees as of prior month end. A prospectus containing terms and conditions is available from the Fund Manager.
Licensed to conduct Investment Business by the Bermuda Monetary Authority.
Fund Manager Reports
LOM Equity Growth Fund Manager’s Report Q2 2026
During the second quarter of 2026, the LOM Equity Growth Fund gained +15.41%, benefiting from advantageous positioning in sectors and... Read more
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
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
LOM Equity Growth Fund Manager’s Report Q3 2025
Over the third quarter of 2025, the LOM Equity Growth Fund rose 7.02% as markets responded positively to strong corporate... Read more
LOM Equity Growth Fund Manager’s Report Q2 2025
Over the second quarter of 2025, the LOM Equity Growth Fund rose 11.11% as markets rebounded from a sharp tariff-related... Read more
LOM Equity Growth Fund Manager’s Report Q1 2025
Over the first quarter of 2025, the LOM Equity Growth Fund fell 3.73% as markets as markets braced for U.S.... Read more
LOM Equity Growth Fund Manager’s Report Q4 2024
For the 2024 year, the LOM Equity Growth Fund provided a net total return of 19.19% as markets sustained their... Read more
LOM Equity Growth Fund Manager’s Report Q3 2024
For first three quarters of 2024, the LOM Equity Growth Fund provided a net total return of 18.63% as markets... Read more
LOM Equity Growth Fund Manager’s Report Q2 2024
During the second quarter of 2024, the LOM Equity Growth Fund rose 3.41% as markets sustained this year’s momentum on... Read more
LOM Growth Equity Fund Manager’s Report Q1 2024
During the first quarter of 2023, the LOM Equity Growth Fund rose 10.07% as markets rallied on optimism about an... Read more
LOM Growth Equity Fund Manager’s Report Q4 2023
During the fourth quarter of 2023, the LOM Equity Growth Fund rose 11.73% as markets rallied on optimism about an... Read more
LOM Growth Equity Fund Manager’s Report Q3 2023
During the third quarter of 2023, the LOM Equity Growth Fund fell 3.14% as markets began to discount a softer... Read more
LOM Equity Growth Fund Manager’s Report Q2 2023
During the second quarter of 2023, the LOM Equity Growth Fund rose 6.65% as markets continued to recover from last... Read more
LOM Equity Growth Fund Manager’s Report Q1 2023
During the first quarter of 2023, the LOM Equity Growth Fund rose 4.73% as markets reboundedfrom the sharp 2022 sell... Read more
LOM Equity Growth Fund Manager’s Report Q4 2022
Over the fourth quarter of 2022, the LOM Equity Growth Fund rose 10.64% as marketsrebounded from their October lows on... Read more
LOM Equity Growth Fund Manager’s Report Q3 2022
After an exceptional 2021, the first three quarters of 2022 have been challenging for equity fund investors. Concerns over the... Read more
LOM Equity Growth Fund Manager’s Report Q2 2022
After an exceptional 2021, the first half of 2022 has been difficult for markets. Concerns over the Federal Reserve aggressively... Read more
LOM Equity Growth Fund Manager’s Report Q1 2022
After an exceptional 2021, the first quarter of 2022 has been difficult for markets. Concerns over the economic implications of... Read more
LOM Equity Growth Fund Manager’s Report Q4 2021
Global equity markets caught a bid over the fourth quarter of 2021 as corporate earnings came in better than expected... Read more
LOM Equity Growth Fund Manager’s Report Q3 2021
Equity market gains were muted over the third quarter of 2021 as investors weighed the competing forces of an improving... Read more
LOM Equity Growth Fund Manager’s Report Q2 2021
Over the second quarter of 2021, global equity markets continued their strong emergence from last year’s pandemic induced recession. During... Read more
LOM Equity Growth Fund Manager’s Report Q1 2021
During the first quarter of 2021, global equity markets continued to rebound off last year’s lows. In Q1, the LOM... Read more
LOM Equity Growth Fund Manager’s Report Q4 2020
Over the fourth quarter of 2020, global equity markets continued to rebound off their spring lows despite a resurgence in... Read more
LOM Equity Growth Fund Manager’s Report Q3 2020
Global equity markets continued their rebound during the third quarter of 2020 as the economic recovery began to gain traction... Read more
LOM Equity Growth Fund Manager’s Report Q2 2020
Following the first quarter’s pandemic-related plunge, global markets recovered strongly in the second quarter as countries began emerging from lockdown... Read more
LOM Equity Growth Fund Manager’s Report Q1 2020
The first quarter of 2020 marked an unprecedented period in U.S. financial market history across numerous dimensions. The unexpected emergence... Read more
LOM Equity Growth Fund Manager’s Report Q4 2019
Over the fourth quarter of 2019, global equity markets responded positively to the siren call of lower interest rates and... Read more
LOM Equity Growth Fund Manager’s Report Q3 2019
Price volatility was on the rise during the summer months with global equity markets trading up and down largely in... Read more
LOM Equity Growth Fund Manager ’s Report Q2 2019
Despite the slowing US economy and generally anemic growth overseas, global equities markets resumed their upward trend over Q2 2019... Read more
LOM Equity Growth Fund Manager’s Report Q1 2019
Well positioned in front of positive market trends, the LOM Equity Growth Fund generated a net total return of 12.38%... Read more
LOM Equity Growth Fund Manager’s Report Q4 2018
Investors hit the panic button during the fourth quarter of 2018 as indiscriminate selling tumbled markets around the world. This... Read more
LOM Equity Growth Fund Manager’s Report Q3 2018
Global equity markets posted positive returns in the latest quarter despite rising interest rates, less accommodative monetary policy and ongoing... Read more
LOM Equity Growth Fund Manager’s Report Q2 2018
Despite the Fed’s ongoing tightening of monetary policy and investor concerns over escalating trade tensions, global equity markets managed a... Read more
LOM Equity Growth Fund Manager’s Report Q1 2018
Concerns over rising interest rates, geopolitical tensions and fears of an escalating global trade war caused risk markets to retreat... Read more
LOM Equity Growth Fund Manager’s Report Q4 2017
For the 2017 year, the LOM Equity Growth Fund achieved a net total return of 21.02% compared to the MSCI... Read more
LOM Equity Growth Fund Manager’s Report Q3 2017
For the third quarter of 2017, the LOM Equity Growth Fund achieved a net total return of 4.93% compared to... Read more
LOM Equity Growth Fund Manager’s Report Q2 2017
For the second quarter of 2017, the LOM Equity Growth Fund delivered a net total return of 4.16% compared to... Read more
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... Read more
LOM Equity Growth Fund Manager Commentary Q4 2016
For 2016 year, +3.98% net, +6.28% gross total return. Five year net annualized return was +6.78% net, +9.08% gross. Overweight... Read more
LOM Equity Growth Fund Managers Report August 2016
Download the PDF LOM Equity Growth Fund Managers Report August 2016 Mainly due to unexpected currency movements and an overweighting in... Read morePortfolio Manager
Asset Management
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Fund Information
Inception Date: 3/13/2000
Dealing Terms: Daily (5:00 AST)
Settlement Terms: Trade +1
Management Fee: 1.75%
Administration Costs: 0.28%
Exchange : Bermuda Stock Exchange
ID ISIN: BMG556251186
Bloomberg Ticker: LOMEQGA BH
Dealing Terms: Daily (5:00 AST)
Settlement Terms: Trade +1
Management Fee: 1.75%
Administration Costs: 0.28%
Exchange : Bermuda Stock Exchange
ID ISIN: BMG556251186
Bloomberg Ticker: LOMEQGA BH
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