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 earnings and cash flow growth through any economic cycle
  • Consistent dividend growth as a result of earnings and cash flow growth
  • Consistency in and depth of management
  • Uniqueness, dominance, technological advantages or barriers to entry

 

A DIFFERENT INVESTMENT PROCESS

A Disciplined System Developed Around our Proprietary Ratio

 

  • Quantitative analysis:  Proprietary ratio computation across our 1,600+ 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 our fundamental requirements must be sold.
  • Valuation Sale: A stock meeting our fundamental requirements but considered overvalued will have 25% of our holding  sold.
  • Significant Price Movement: A stock experiencing significant relative price appreciation will have 25% of our position sold.  A stock experiencing significant relative underperformance is reviewed.
  • Protective Stops: When a stock is to be sold, a protective stop is placed under the current price and moved up if the stock’s price continues to rise.

 

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 >