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Tandem Investment Advisors, Inc.
Tandem Investment Advisors, Inc. is a 100% employee-owned SEC-registered investment adviser headquartered in Charleston, South Carolina. Founded in 1990 by John B. Carew in Charlottesville, Virginia, the firm currently employs approximately 15 people. Tandem provides discretionary portfolio management services primarily to individuals (including retirement plans, trusts, estates), corporations, investment companies, endowments, and foundations. They focus on low-volatility equity portfolios designed to limit client exposure to market swings and provide a consistent investment experience. The firm serves over 9,800 client accounts and is recognized for its consistent approach to equity investing.
Investment Strategy
Tandem Investment Advisors employs a proprietary, semi-quantitative investment process to manage primarily equity portfolios. Their strategy focuses on identifying companies with consistent growth in earnings, revenues, and cash flow through all economic environments, and, where applicable, steady dividend growth. The firm prioritizes investments in companies showing uniqueness, dominance, or a strong competitive edge, as well as management consistency and depth. Tandem specializes in low-volatility equity management, aiming to keep clients invested across market cycles by emphasizing risk control and steady performance. Their Mid Cap Core Strategy selects stocks based on alignment with the market cap constituents of the Russell Mid Cap Index but has no strict minimum or maximum restrictions for holdings.
Latest 13F Filing Activity
Tandem Investment Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 63 equity positions with a total 13F market value of $3B. The fund increased holdings in Zoetis Inc. CL A, Microsoft Corp. Com, Amphenol Corp. New CL A among other positions. Tandem Investment Advisors, Inc. reduced exposure to Cboe HLDGS Inc. Com, Becton Dickinson & Co. Com, Factset Resh SYS Inc. Com among others.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V V | VISA INC CL A | 5.36% | $153.1M | 431,135 | $227.34 | $355.05 | +$12.6M |
I ICE | INTERCONTINENTAL EXCHANGE INC | 5.19% | $148.3M | 808,284 | $102.52 | $183.47 | +$12.3M |
A ABT | ABBOTT LABORATORIES | 4.73% | $135.0M | 992,763 | $91.27 | $136.01 | +$4.0M |
R RMD | RESMED INC COM | 4.50% | $128.5M | 497,901 | $170.06 | $258.00 | +$15.4M |
A APH | AMPHENOL CORP NEW CL A | 4.48% | $127.9M | 1,295,423 | $43.41 | $98.75 | +$23.2M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
| Senior Vice President and Portfolio Manager | Charleston, SC , United States | ||
| Co-Chief Investment Officer | Charleston, SC , United States | ||
| Equity Research Analyst | Charleston, SC , United States | ||
W William Little Jr. | Co-Chief Investment Officer | Charleston, SC , United States |
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