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

May 2024


In April, U.S. equities experienced a downturn following the robust gains seen in the first quarter. Major indices retreated from their highs, with the S&P 500 dropping 4.1%, followed by the Nasdaq and Russell 2000 falling 4.4% and 7.1%, respectively.

By: William “Billy” Little, Jr., CFA
May 6, 2024

Notes from the Trading Desk

It has been a little over a month since the last edition of Notes from the Trading Desk was published and since then, US equity markets experienced their largest pullback since October of last year. The S&P 500 declined over 5% during…

By: Jordan Watson, CFA
April 2024

The Tandem Report

Rising more than 10% since the end of 2023, the S&P 500 is off to its best start since 2019. The path of least resistance has been higher on the backs of AI, the diminishing likelihood of a recession, and the strength…

By: Benjamin “Ben” Carew, CFA

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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