INVESTMENT STYLES

Tandem offers the following five investment styles for Separately Managed Accounts, all based on the same Investment Philosophy and Investment Process:

• LARGE CAP CORE:  Investing principally in equity securities and equity-related instruments that meet the TVM criteria and pay dividends. The primary objective of this style is growth of principal with less volatility. The secondary objective of this account is growth of income over time.
• EQUITY: Investing principally in equity securities and equity-related instruments that meet the TVM criteria. Dividends are not required. The primary objective of this style is growth of principal with less volatility. Capital gains consequences will not be considered. This style is ideally suited for tax-exempt entities and retirement accounts.
• TAXABLE EQUITY: Investing principally in equity securities and equity-related instruments that meet the TVM criteria. Dividends are not required. The primary objective of this style is growth of principal with less volatility. Capital gains consequences are considered.
• MID CAP CORE: Identical in process and objectives to the Equity style, limiting our universe of potential stocks principally to the Russell Mid Cap Index.
• BALANCED: The equity portion of a balanced account will utilize Tandem’s Large Cap Core strategy. The fixed income portion will typically be invested in U.S. Treasury obligations and will seek, in this order, Preservation of Capital, Liquidity and Current Income.

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