NEWS
January, 2012
The TANDEM Report is here. Download the latest edition now.
November, 2011
For the 10th time in the last 13 quarters, Tandem has been recognized by the PSN database of managers* as being among the 10 best Large Cap Core managers in their universe. The reconitions are:
Large Cap Core Style
Equity Style
*PSN is a database of investment managers owned by Informa Investment Solutions, Inc. IIS is the investment community’s leading provider of software, services and individually customized systems that empower professionals with the data, strategies, tailored systems and premier services they need to help nurture a wide variety of client relationships. IIS serves both Institutional and Retail investment professionals, including Money Managers, Wealth Managers, Investment Consultants, Financial Advisors, Brokers, Plan Sponsors and Trust Advisors.
**PSN’s Star Categories Defined:
1 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager
questionnaire and uses only gross of fee returns. These top performers are strictly based on quarterly returns.
2 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager
questionnaire and uses only gross of fee returns. These top performers are strictly based on returns for one year period.
3 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager
questionnaire and uses only gross of fee returns. These top performers are strictly based on returns for three year period.
4 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager
questionnaire and uses only gross of fee returns. Products must have an R-Squared of 0.80 or greater relative to the style benchmark
for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year
rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
5 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager
questionnaire and uses only gross of fee returns. Products must have an R-Squared of 0.80 or greater relative to the style benchmark
for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year
rolling periods. After that we select only the products which standard deviation for the five year period is equal or less than the median
standard deviation for the peer group. The top ten returns for the latest three-year period then become the TOP GUNS.
January, 2010
Tandem begins offering a MidCap Core Style similar to our Equity Style.
