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

April 2024


In March, U.S. equities continued their steady ascent with all major indices experiencing gains. The S&P 500 extended its winning streak, marking its fifth consecutive monthly increase and closing higher for the 10th time in the past 13 months.

By: William “Billy” Little, Jr., CFA
April 1, 2024

Notes from the Trading Desk

Major U.S. equity indices are coming off a winning first quarter. The S&P 500 gained more than 10% in the quarter, a second straight double-digit quarterly percentage gain and its best start to the year since 2019.

By: Jordan Watson, CFA and Annie Klopstock
March 18, 2024

Notes from the Trading Desk

Stocks took a breather last week after their recent record-breaking climb. Declines were broad-based as the tech-heavy Nasdaq posted its second consecutive weekly decline while the small-cap Russell 2000 experienced its worst week of 2024.

By: Jordan Watson, CFA and Annie Klopstock

Pivotal Moments in Tandem History


Founded at Tandem Farm in Charlottesville, VA


Launched Large Cap Core Strategy


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


Launched Equity Strategy


Headquarters relocated to Charleston, SC


Launched Mid Cap Core Strategy


Entered into first sub-advisory relationship


Surpassed $500 Million in AUM


Surpassed $1 Billion in AUM


Surpassed $2 Billion in AUM


Surpassed $3 Billion in AUM

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