Tandem Investment Advisors | Large Cap Core and Other Investment Styles
TANDEM OFFERS THE FOLLOWING INVESTMENT STYLES FOR SEPARATELY MANAGED ACCOUNTS BASED ON THE SAME INVESTMENT PHILOSOPHY AND INVESTMENT PROCESS: Large Cap Core, Mid Cap Core, Equity, Taxable Equity
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Separately Managed Accounts (SMAs)

Investment Styles

 

TANDEM OFFERS THE FOLLOWING INVESTMENT STYLES FOR SEPARATELY MANAGED ACCOUNTS (SMAS) BASED ON THE SAME INVESTMENT PHILOSOPHY AND INVESTMENT PROCESS:

 

1. 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 allows stocks to perform well over time regardless of economic or market conditions. Tandem utilizes its proprietary investment methodology to produce results that experience less volatility than the broader market, resulting in less correlation as well.

 

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2. EQUITY

 

Equity seeks to produce superior returns with less volatility over a complete market cycle. Equity requires portfolio companies to consistently grow earnings and dividends, although dividends are not required. Tandem relies upon a proprietary investment methodology to produce returns that typically have limited correlation to the broader market in the short-run while keeping pace with prolonged market advances.

 

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3. TAXABLE EQUITY

 

Taxable Equity seeks to produce superior returns with less volatility over a complete market cycle while being mindful of tax consequences. Like our Equity style, Taxable Equity requires portfolio companies to consistently grow earnings and dividends, if they are paid. Tandem relies upon a proprietary investment methodology to produce returns that typically have limited correlation to the broader market in the short-run while keeping pace with prolonged market advances.

 

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4.  MID CAP CORE

 

Mid Cap Core (MCC) seeks to produce superior returns with less volatility over a complete market cycle by investing in the equity securities of companies with a market capitalization of less than $20 Billion at time of purchase. MCC requires portfolio companies to consistently grow earnings and dividends, if they are paid. Tandem relies upon a proprietary investment methodology to produce returns that typically have limited correlation to the broader market in the short-run while keeping pace with prolonged market advances.

 

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