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William Little Jr.
Co-Chief Investment Officer at Tandem Investment Advisors, Inc.
About
William "Billy" Little Jr., CFA, is the Co-Chief Investment Officer and Chief Financial Officer at Tandem Investment Advisors, Inc., based in Charleston, SC. In this dual leadership role, he oversees both the firm's quantitative and fundamental research, as well as portfolio management, playing a critical part in investment strategy and long-term financial planning. He has been instrumental in the development and systematization of Tandem’s quantitative investment processes, focusing on strategies that emphasize low-volatility capital appreciation in U.S. equity markets.
Little specializes in managing equity portfolios across various large cap and mid cap U.S. equity strategies, with a disciplined approach seeking consistent growth in earnings, revenues, and dividends while limiting volatility for clients. His investment focus lies primarily in long-only U.S. equities, including the Large Cap Core, Equity, and Mid Cap Core strategies, targeting companies with robust, resilient financial profiles.
With over two decades of experience in the investment industry, Little began his career at Ameriprise Financial before joining Tandem in 2006. He holds a Bachelor of Arts in Business Administration with a concentration in Finance from the College of Charleston and is a CFA charterholder. He is a regular member of the CFA Institute, past President of CFA Society South Carolina, and owns a significant equity stake in the firm, reflecting his leadership and enduring commitment to Tandem’s clients and the industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Tandem Investment Advisors, Inc. | Co-Chief Investment Officer | Mar 2024 to Present | — |
| Tandem Investment Advisors, Inc. | Senior Vice President and Portfolio Manager | Jan 2011 to Present | — |
| Tandem Investment Advisors, Inc. | Portfolio Manager | Jun 2007 to Dec 2010 | — |
| Tandem Investment Advisors, Inc. | Research Associate | Jul 2006 to May 2007 | — |
| Ameriprise Financial Services, Inc. | Financial Advisor | Jun 2004 to Jun 2006 | Analyzed and wrote comprehensive financial plans for clients in regards to their net worth, cash flow, income taxes, protection, retirement planning, education planning, and asset allocation |
Others at Tandem Investment Advisors, Inc. (3)
| 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 |
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