Frequently Asked Questions

Large Cap Core
Large Cap Core (LCC) seeks to provide less-volatile returns and rising income over a complete market cycle. LCC requires that portfolio companies consistently grow both earnings and dividends. Dividends must be paid to be included in LCC. Dividend growth justified by earnings growth should allow stocks to perform well over time regardless of economic or market conditions.

Equity
Equity seeks to produce superior returns with less volatility over a complete market cycle. Equity requires that portfolio companies consistently grow earnings and dividends if dividends are paid. Unlike LCC, Equity does not require portfolio companies to pay a dividend.

Mid Cap Core
Mid Cap Core (MCC) seeks to produce superior returns with less volatility over a complete market cycle, The Mid Cap strategy is identical to the Equity strategy with one caveat – initial investments can only be made in companies under a $20 billion market cap. MCC requires portfolio companies to consistently grow earnings and dividends, if dividends are paid.

The TANDEM Report is our 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 our bi-monthly commentary that discusses current news and market observations.

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

To request specific materials or sign up for commentary updates, please contact Elaine Natoli ([email protected]).