Tandem offers three investment strategies.
Large Cap Core (LCC)
Large Cap Core (LCC) seeks to produce superior risk-adjusted returns, while minimizing volatility over a complete market cycle.
This strategy requires that portfolio companies consistently grow both earnings and dividends, and dividends must be paid to be included in the strategy. Tandem believes dividend growth justified by earnings growth should allow stocks to perform well over time regardless of economic or market conditions. A proprietary semi-quantitative investment methodology is utilized in attempt to produce returns that experience less volatility than the broader market.
Equity (EQ)
Equity (EQ) seeks to produce superior risk-adjusted returns, while minimizing volatility over a complete market cycle.
This strategy requires that portfolio companies consistently grow earnings and dividends, if dividends are paid. Equity does not require portfolio companies to pay a dividend, but does require that it grow if paid. A proprietary semi-quantitative investment methodology is utilized in attempt to produce returns that experience less volatility than the broader market.
Mid Cap Core (MCC)
Mid Cap Core (MCC) seeks to produce superior risk-adjusted returns, while minimizing volatility over a complete market cycle.
This strategy requires that portfolio companies consistently grow earnings and dividends, if dividends are paid. MCC does not require portfolio companies to pay a dividend, but does require that it grow if paid. MCC also requires that initial investments at the strategy level must be limited to companies under a $20 billion market cap at the time of initial purchase. A proprietary semi-quantitative investment methodology is utilized in attempt to produce returns that experience less volatility than the broader market.
Large Cap Core (LCC) seeks to produce superior risk-adjusted returns, while minimizing volatility over a complete market cycle.
This strategy requires that portfolio companies consistently grow both earnings and dividends, and dividends must be paid to be included in the strategy. Tandem believes dividend growth justified by earnings growth should allow stocks to perform well over time regardless of economic or market conditions. A proprietary semi-quantitative investment methodology is utilized in attempt to produce returns that experience less volatility than the broader market.
Equity (EQ) seeks to produce superior risk-adjusted returns, while minimizing volatility over a complete market cycle.
This strategy requires that portfolio companies consistently grow earnings and dividends, if dividends are paid. Equity does not require portfolio companies to pay a dividend, but does require that it grow if paid. A proprietary semi-quantitative investment methodology is utilized in attempt to produce returns that experience less volatility than the broader market.
Mid Cap Core (MCC) seeks to produce superior risk-adjusted returns, while minimizing volatility over a complete market cycle.
This strategy requires that portfolio companies consistently grow earnings and dividends, if dividends are paid. MCC does not require portfolio companies to pay a dividend, but does require that it grow if paid. MCC also requires that initial investments at the strategy level must be limited to companies under a $20 billion market cap at the time of initial purchase. A proprietary semi-quantitative investment methodology is utilized in attempt to produce returns that experience less volatility than the broader market.
What Makes Us Different
The Philosophy
When it comes to portfolio management, Tandem is “Willing to be Different”. We believe our approach to managing money is understandable, relatable and makes sense to our clients. When you truly are “Willing to be Different”, you are not concerned with conforming to an industry norm; you are not concerned with being a solution for all. We do not conform or change our philosophy to fit the most recent narrative. We believe in staying the course, staying invested, and staying true to our investment discipline.
The Process
Tandem partners with financial advisors to deliver a core solution that aims to keep investors invested. We rely on a quantitative investment process that seeks to identify businesses that grow through any economic environment, and then values those businesses using its time-tested mean-reversion model. We seek to deliver a more consistent, repeatable, and less volatile experience than the market. Our disciplined investment process is solely math-based and removes human emotion, bias, and interpretation. It is one discipline. Mathematically driven.
The Partnership
At Tandem, we believe communication, accessibility, and high-touch service are key to building long-lasting relationships with our financial advisor partners. We work with 900+ partners across the United States and pride ourselves on providing a white-glove partnership experience that is unparalleled by our peers. It is our goal to set our partners up for success by sharing timely content and market commentary. We are accessible virtually or for in-person meetings and have an open communication network between our team and partners, so we can be there to support you every step of the way!
Mutual Fund
The Castle Tandem Fund (TANDX)
For those investors interested in investing in a mutual fund equivalent of our large cap core strategy, we sub-advise the Castle Tandem Fund (Ticker: TANDX). For more information, please contact Castle Investment Management at (703) 260-1921. The Castle Tandem Fund is distributed by Arbor Court Capital, LLC – Member FINRA / SIPC.
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