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William Little

William Little

Senior Vice President and Portfolio Manager at Tandem Investment Advisors, Inc.

Charleston, SC , United States

About

William L. Little, CFA, is Senior Vice President and Portfolio Manager at Tandem Investment Advisors, Inc., based in Charleston, SC. He has been with the firm since 2006, rising from Research Associate to Portfolio Manager and now holding a senior leadership role. In addition to portfolio management, he is also a significant shareholder in the firm, which specializes in equity investment strategies designed to deliver low volatility capital appreciation for a variety of institutional and individual clients.

At Tandem Investment Advisors, Mr. Little manages portfolios with a focus on U.S. equity strategies, specifically including Large Cap Core, Equity, and Mid Cap Core strategies. These strategies emphasize companies exhibiting consistent growth in earnings, revenues, and cash flow, as well as steady dividend growth, applying a proprietary semi-quantitative investment process under his guidance. His expertise is concentrated in equity sectors across large and mid-cap U.S. companies that meet strict fundamental criteria for stability and sustained performance.

Mr. Little holds a Bachelor of Science in Business Administration with a concentration in Finance from the College of Charleston. He is a CFA® charterholder and has contributed to the investment industry through his involvement in establishing Tandem’s quantitative disciplines and investment process innovations. His leadership and approach have helped Tandem surpass several key asset milestones, reflecting both his investment acumen and commitment to risk-managed equity investing.

Career History

OrganizationRoleDate RangeDetails
Tandem Investment Advisors, Inc.Senior Vice President and Portfolio ManagerJan 2011 to Present
Tandem Investment Advisors, Inc.Portfolio ManagerJun 2007 to Dec 2010
Tandem Investment Advisors, Inc.Research AssociateJul 2006 to May 2007
Ameriprise Financial Services, Inc.Financial AdvisorJun 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

Education

College of Charleston

Bachelor of Science, Business Administration, Finance

2000 2004

Skills & Expertise

Management
Public Speaking
PowerPoint
Portfolio Management
Equities
Fixed Income
Investments
Bloomberg
Investment Management

Others at Tandem Investment Advisors, Inc. (3)

NameRoleLocation
Ben Carew
Ben Carew
Co-Chief Investment OfficerCharleston, SC , United States
Nicholas Facka
Nicholas Facka
Equity Research AnalystCharleston, SC , United States
W
William Little Jr.
Co-Chief Investment OfficerCharleston, SC , United States

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