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 ApproachWhat Makes Us Different
The Firm
We partner with financial advisors to deliver a differentiated core solution that aims to keep investors invested through all markets.
The Philosophy
We believe our approach to managing money is understandable, relatable and makes sense to our clients.
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The Process
We seek to deliver a more consistent, repeatable, and less volatile experience than the market.
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The Partnership
We believe communication, accessibility, and high-touch service are key to building long-lasting relationships with our financial advisor partners.
Learn MorePivotal Moments in Tandem History
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Most Recent Commentary
Observations
October proved to be yet another strong month for U.S. equities, underscoring both the resilience and the fragility of market sentiment as we approach year-end. The S&P 500 advanced +2.27%, the Nasdaq Composite surged +4.70% and the Russell 2000 managed a +1.76%…
Notes from the Trading Desk
A note of caution has crept into markets this week, even as major U.S. indices hover just below record highs. Stocks have retreated from recent highs amid growing concerns over lofty valuations and increasing scrutiny of the sustainability of the AI trade….
The Tandem Report
The S&P 500 is supposed to be an index that tracks performance of the “500 leading companies” listed on U.S. exchanges. However, today it seemingly tracks performance of the 7 or 8 leading companies, maybe 10 if we are being generous.