INVESTMENT OBJECTIVE
 

The Tandem Fund (Ticker: TANDX) for investors seeking long-term capital appreciation. ​​

 

FUND OVERVIEW

 

• Exhibits Low Volatility, Low Downside-Capture, and Low Turnover

• A Concentrated Portfolio of companies that have a history of growing earnings and dividends

• Follows Tandem’s Large Cap Core (LCC) Strategy

• Fund Inception: 3.15.2019

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OUR APPROACH​​

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As portfolio managers, we are not concerned with conforming to an industry norm. To us, Willing to be Different means:

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• we take seriously the notion of buying low and selling high, with the discipline to wait

• we seek to deliver a more consistent, repeatable and less volatile experience than the market

• we aim for low volatility and low downside capture

• we are willing to hold cash when few buying opportunities present themselves

• we buy stocks when they ought to be bought — not because we sold something 

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