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

October 2024

Observations

In September 2024, U.S. equities continued their upward trajectory, with major indices closing the month higher, extending a strong year-to-date performance. As has been the case for much of the year, the Nasdaq led the way with a 2.68% increase, while the…

By: William “Billy” Little, Jr., CFA
September 23, 2024

Notes from the Trading Desk

The S&P 500 set fresh all-time highs last week, logging its 39th record close of the year, while the Dow Jones Industrial Average and equal-weight S&P 500 also notched record closes. Major U.S. equity indices are coming off two straight weeks of…

By: Jordan Watson, CFA, CMT
September 2024

Observations

August 2024 marked another month of gains for the major U.S. indices, with the S&P 500 rising 2.28%, securing its fourth consecutive monthly advance. Meanwhile, the Nasdaq Composite lagged, posting a modest gain of 0.65%, and small-cap stocks, as measured by the…

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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