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

February 2025

Observations

U.S. equities closed January on a notably positive note after a challenging December, as a broad-based rally lifted key indices within spitting distance of all-time highs. The S&P 500 advanced by 2.70%, the Nasdaq climbed 1.64%, and the Russell 2000 recovered with…

By: William “Billy” Little, Jr., CFA
February 3, 2025

Notes from the Trading Desk

All major U.S. equity indices closed out the month of January higher. The S&P 500 advanced 2.70%, while the Dow Jones Industrial Average and Nasdaq gained 4.70% and 1.64%, respectively.

By: Jordan Watson, CFA, CMT
January 2025

The Tandem Report

With 2024 now in the books, it was certainly another good year for the S&P 500. The index gained more than 20% for the second consecutive year and the third time in the past four years.

By: Benjamin “Ben” Carew, 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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