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

March 2025

Observations

U.S. equity markets struggled through February with major indices broadly lower amid renewed growth concerns and escalating trade policy risks. Of all the major indices, the S&P 500 fared the best, falling 1.42%, while the tech-heavy Nasdaq retreated 3.97% and small caps…

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

Notes from the Trading Desk

It has been a month since our last edition of Notes from the Trading Desk, in which we recapped the move higher across all major U.S. equity indices in January. February, however, proved to be quite the opposite for stocks, with each…

By: Jordan Watson, CFA, CMT
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

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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