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

May 18, 2026

Notes from the Trading Desk

Major U.S. equity indices put in a mixed performance last week, with the headline indices masking weakness beneath the surface. The S&P 500 eked out a 0.13% gain, while the Nasdaq Composite declined slightly, finishing lower by 0.08% for the week.

By: Jordan Watson, CFA, CMT
May 4, 2026

Notes from the Trading Desk

Stocks continued to rally last week in the face of rising oil prices and higher Treasury yields. The S&P 500 and Nasdaq both logged their fifth straight weekly gain, while the Russell 2000 recorded its sixth consecutive weekly advance.

By: Jordan Watson, CFA, CMT
April 20, 2026

Notes from the Trading Desk

Major U.S. equity indices were sharply higher last week driven by headlines about a possible nuclear deal between the United States and Iran and a reopening of the Strait of Hormuz. The S&P 500, Nasdaq, and Russell 2000 each logged fresh all-time…

By: Jordan Watson, CFA, CMT

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