Tandem Investment Advisors | A Different Investment Approach
At Tandem, we believe that investing need not be complex and confusing, It should be understandable and logical.
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Different Investment Approach

A DIFFERENT INVESTMENT PHILOSOPHY

Common Sense Analysis

 

Companies capable of growing earnings regardless of economic circumstances are more likely to reward patient shareholders.  To perform well over a complete market cycle, companies should demonstrate:

 

  • Consistent growth in earnings, revenues and cash flow through any economic environment.
  • Consistent dividend growth as a result of earnings, revenue, and cash flow growth, if dividends are paid.
  • Uniqueness, dominance, or competitive advantage.
  • Consistency in and depth of management.

 

A DIFFERENT INVESTMENT PROCESS

A Disciplined System Developed Around our Proprietary Ratio

 

  • Quantitative analysis:  Proprietary ratio computation across our 2,600+ stock universe.
  • Semi-quantitative review: Detailed fundamental review of quantitative findings.
  • Human Intervention: Results reviewed by investment team.
  • Technical Analysis: Price action determines key entry and exit points.

 

A DIFFERENT SELL DISCIPLINE

Tandem’s sell discipline is prescribed by methodology and is not subject to sentiment, emotion or interpretation

 

  • Fundamental Sale: A stock violating Tandem’s fundamental criteria must be liquidated.
  • Valuation Sale: A stock meeting Tandem’s fundamental criteria but considered overvalued by Tandem’s quantitative process will have 25% of our holding  sold.
  • Significant Price Movement: A stock experiencing significant relative price appreciation will have 25% of the holding sold.  A stock experiencing significant relative price decline will be reviewed.

 

A DIFFERENT EXPERIENCE

We exhibit uncommonly low volatility and low downside capture

  • We hold cash when few buy opportunities present themselves.
  • We manage tax consequences.
  • We manage the assets clients entrust to us, even if we didn’t buy them.
  • We buy stocks when they ought to be bought — not because we sold something.

 

MEET OUR TEAM >