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

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

Most Recent Commentary

March 30, 2026

Notes from the Trading Desk

U.S. equity markets remained under pressure last week as geopolitical uncertainty and heightened market volatility acted as significant headwinds for risk sentiment. Rather than a singular, dramatic selloff, the price action was characterized by a grinding series of lower lows, particularly in…

By: Jordan Watson, CFA, CMT
March 2026

Observations

Financial markets entered February with a backdrop that, at least on the surface, appeared relatively stable. Major U.S. indices moved modestly during the month, but the headline figures masked a market environment defined by sharp dispersion beneath the surface.

By: William “Billy” Little, Jr., CFA
March 9, 2026

Notes from the Trading Desk

Major U.S. equity indices pulled back last week, extending the recent loss of momentum as a historic spike in energy prices collided with a surprise contraction in the labor market. The S&P 500 fell 2.02%, posting its worst weekly performance since October.

By: Jordan Watson, CFA, CMT

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