At a Glance
  • Assets: 530 million A/O YE 2018
  • Strategies: Equity SMA
  • Year Founded: 1990
  • Headquarters: Charleston, SC
  • Investment Team: John Carew, William (Billy) Little, Jr., and Benjamin (Ben) Carew

Tandem Investment Advisors

A DIFFERENT INVESTMENT PHILOSOPHY

Common Sense Analysis

Companies capable of growing earnings regardless of economic circumstances are more likely to reward patient shareholders.  To perform well over a complete market cycle, companies should demonstrate:

  • Consistent growth in earnings, revenues and cash flow through any economic environment.
  • Consistent dividend growth as a result of earnings, revenue, and cash flow growth, if dividends are paid.
  • Uniqueness, dominance, or competitive advantage.
  • Consistency in and depth of management.

VISIT WEBSITE


INVESTMENT STYLES

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.

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.

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.

CASTLE TANDEM FUND (TANDX)

Ticker: TANDX

For those investors interested in investing in a mutual fund equivalent of our Large Cap Core strategy, we sub-advise the Castle Tandem Fund. For more information, please visit our website here.

For more information, please contact Castle Investment Management at (703) 260-1921. The Castle Tandem Fund is distributed by Rafferty Capital Markets, LLC.