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

April 2025

Observations

In March, U.S. equities continued their downward slide from all-time highs set in February, as all major indices sold off. The S&P 500 suffered its biggest monthly decline since December 2022, falling 5.75%.

By: William “Billy” Little, Jr., CFA
April 7, 2025

Notes from the Trading Desk

Major U.S. equity indices were sharply lower last week following the unveiling of tariffs by President Trump on Wednesday, April 2nd on what he called “Liberation Day”. The President announced that the U.S. would impose a 10% tariff on imports entering the…

By: Jordan Watson, CFA, CMT
March 24, 2025

Notes from the Trading Desk

U.S. stocks edged higher last week, breaking their recent losing streak. The S&P 500 climbed 0.51%, while the Nasdaq eked out a 0.17% gain, marking the first weekly advance for both indices after four consecutive weeks of declines.

By: Jordan Watson, CFA, CMT

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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