Tandem is available through many financial advisors. Please email [email protected] and a member of our team will get back to you.  If you are an individual investor, please contact your Financial Advisor.

Large Cap Core
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
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
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 requires that the market capitalization of any initial purchase of a company at the strategy level be within the market capitalization range of those companies comprising the Russell Mid Cap Index. However, there are no minimum or maximum Market Cap restrictions regarding what the strategy can hold. A proprietary semi-quantitative investment methodology is utilized in attempt to produce returns that experience less volatility than the broader market.

The TANDEM Report is a quarterly client-centric newsletter that contains our current views and news.

Observations is a monthly advisor-centric column that touches on a variety of different current issues – financial market commentary, economic themes, corporate earnings and Tandem investment strategy updates.

Notes from the Trading Desk is a bi-monthly commentary that discusses current news and market observations.

Tandem Talk is a financial podcast series sharing insight, history, and market commentary.