Willing to be Different

Tandem is a portfolio management company headquartered in Charleston, SC that specializes in low volatility capital appreciation equity strategies.

Tandem has provided long-only U.S. equity strategies that are designed to outperform over a complete market cycle while delivering significantly less volatility of returns than the market.

Our Approach

Most Recent Commentary

April 2024

The Tandem Report

Rising more than 10% since the end of 2023, the S&P 500 is off to its best start since 2019. The path of least resistance has been higher on the backs of AI, the diminishing likelihood of a recession, and the strength…

By: Benjamin “Ben” Carew, CFA
April 2024

Observations

In March, U.S. equities continued their steady ascent with all major indices experiencing gains. The S&P 500 extended its winning streak, marking its fifth consecutive monthly increase and closing higher for the 10th time in the past 13 months.

By: William “Billy” Little, Jr., CFA
April 1, 2024

Notes from the Trading Desk

Major U.S. equity indices are coming off a winning first quarter. The S&P 500 gained more than 10% in the quarter, a second straight double-digit quarterly percentage gain and its best start to the year since 2019.

By: Jordan Watson, CFA and Annie Klopstock

Pivotal Moments in Tandem History

1990

Founded at Tandem Farm in Charlottesville, VA

1991

Launched Large Cap Core Strategy

1999

Opened first Charleston, SC office at the People’s Building on Broad Street

2007

Launched Equity Strategy

2007

Headquarters relocated to Charleston, SC

2010

Launched Mid Cap Core Strategy

2013

Entered into first sub-advisory relationship

2018

Surpassed $500 Million in AUM

2020

Surpassed $1 Billion in AUM

2021

Surpassed $2 Billion in AUM

2023

Surpassed $3 Billion in AUM

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