Willing to be Different

Tandem is a portfolio management company headquartered in Charleston, SC that specializes in low volatility capital appreciation equity strategies.

Tandem has provided long-only U.S. equity strategies that are designed to outperform over a complete market cycle while delivering significantly less volatility of returns than the market.

Our Approach

Most Recent Commentary

January 13, 2025

Notes from the Trading Desk

U.S. stocks have stumbled out of the gate to start 2025, with the S&P 500 and Nasdaq both registering back-to-back weekly losses in the first two weeks of the year. The S&P 500 declined 1.94% last week, its fourth weekly decline in…

By: Jordan Watson, CFA, CMT
January 2025

Observations

December painted a mixed picture across U.S. financial markets with varied performance among major indices. The S&P 500 declined by 2.50%, while the small-cap Russell 2000 suffered a sharp 8.40% loss and nearly gave back all of November’s huge gains.

By: William “Billy” Little, Jr., CFA
December 17, 2024

Notes from the Trading Desk

As we enter the final trading sessions of 2024, U.S. equities are sitting on significant year-to-date gains. The S&P 500 has advanced just over 27% this year, while the Nasdaq Composite has surged more than 34%.

By: Jordan Watson, CFA, CMT

Pivotal Moments in Tandem History

1990

Founded at Tandem Farm in Charlottesville, VA

1991

Launched Large Cap Core Strategy

1999

Opened first Charleston, SC office at the People’s Building on Broad Street

2007

Launched Equity Strategy

2007

Headquarters relocated to Charleston, SC

2010

Launched Mid Cap Core Strategy

2013

Entered into first sub-advisory relationship

2018

Surpassed $500 Million in AUM

2020

Surpassed $1 Billion in AUM

2021

Surpassed $2 Billion in AUM

2023

Surpassed $3 Billion in AUM

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