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

July 2024

Observations

Last month, strength in the market-cap weighted S&P 500 and the tech centric Nasdaq persisted with both indices logging their second straight monthly gain and fifth monthly gain since the start of the year. The S&P 500 rose 3.5%, while the Nasdaq…

By: William “Billy” Little, Jr., CFA
June 23, 2024

Notes from the Trading Desk

Markets experienced continued strength throughout the first few weeks of June as the S&P 500 logged its third consecutive weekly gain, up for the eighth week in the past nine. The benchmark index closed higher by 0.61% last week, bringing its month-to-date…

By: Jordan Watson, CFA
June 2024

Observations

The month of May marked a robust rebound in the major US equity indices, following a lackluster April. All major indices advanced with the Nasdaq leading the way, rising 6.9%.

By: William “Billy” Little, Jr., CFA

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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