Lom Asset Management LTD
LOM Asset Management Ltd is a subsidiary of LOM Financial Group, a publicly held international financial services company headquartered in Hamilton, Bermuda. Founded in 1995, LOM Asset Management Ltd specializes in investment consultancy, management, and advisory services for high-net-worth individuals and institutional clients. The parent group has been in business for nearly 30 years and provides brokerage, custody, asset management, and corporate finance services. The firm is listed on the Bermuda Stock Exchange and has operations in Bermuda, Bahamas, Cayman Islands, and the UK. LOM Asset Management Ltd employs a team including portfolio managers and Chartered Financial Analysts (CFAs), delivering customized investment solutions from a tax-neutral global platform.
Investment Strategy
LOM Asset Management Ltd develops and manages customized investment strategies using an open-architecture platform. They facilitate client investment needs through international offices and private bankers, offering a wide range of products such as mutual funds rated by Morningstar. Their approach emphasizes independent advice, asset safety, legacy building, and collaboration with third-party asset managers. The firm invests across a diverse set of asset classes, including equities (mining, energy, media, technology, property, insurance, commodities, industrials, aviation, infrastructure), and gold, focusing on preserving and growing client capital.
Top Holdings
Equity Positions (251)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC COM | 4.65% | $13.7M | 49,877 | $275.65 | $275.65 | +$13.7M |
M MSFT | MICROSOFT CORP COM | 3.86% | $11.4M | 22,913 | $497.41 | $497.41 | +$11.4M |
N NVDA | NVIDIA CORPORATION COM | 2.95% | $8.7M | 55,093 | $157.99 | $157.99 | +$8.7M |
G GOOG | ALPHABET INC CAP STK CL C | 2.92% | $8.6M | 48,635 | $177.39 | $177.39 | +$8.6M |
V VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 2.56% | $7.6M | 13,330 | $568.03 | $568.03 | +$7.6M |