Tandem Investment Advisors, Inc. on LinkedIn: May 30, 2024 - Tandem Advisors (2024)

Meet Paisley Lewis! Originally from Davidson, NC, Paisley joined the Tandem Team in 2023. At Tandem, Paisley focuses on supporting our investment operations, communications, and marketing functions. Paisley graduated from the College of Charleston with a B.S. in Finance and a Minor in Business Administration in May 2023. While in school, she had a leadership position in the College of Charleston’s School of Business Investment Program, an organization focused on developing skills in analytical asset valuation and portfolio management. When she is not in the office, Paisley enjoys spending time painting and selling her abstract artwork through her art business, Paisley Art & Design, walking the beach, and spending time with family and friends.#tandemadvisors #employeespotlight

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Thank you to Truist for hosting us at this year’s Retirement Plans Roundtable. Tandem’s Chief Distribution Officer, Jeremy Cox and Managing Director, Investments, Jordan Watson, CFA were excited to join this discussion and exchange of ideas.Missed us at the event? Visit our website www.tandemadvisors.com to learn how Tandem could serve as a differentiated core solution for your client’s portfolio.#tandemadvisors #truist #conference

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We’re back with our 16th episode of Tandem Talk! If you have been with us from the beginning, that’s 4-years of Tandem Talk – thank you for following along.In this episode, we dive into recent earnings growth, share price volatility, trusting your news source, and the numbers making up the markets; think GDP growth, CPI, interest rates, and consumer sentiment numbers. We touch on the recent price increases by companies post-pandemic (goodbye dollar menu!), the threat of stagflation, and a lot of noise from the Fed. With different reports saying different things – who do you believe? We close out the episode with the topic of short-termism. What’s the market doing today? This week? This quarter? What really matters? Compounding your earnings and having the patience to do so!Featuring: John Carew, William "Billy" Little, Jr., CFA, Ben Carew, CFA, and Jordan Watson, CFA_______#tandemadvisors #tandemtalk

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In this edition of Observations, Co-Chief Investment Officer, William "Billy" Little, Jr., CFA comments on the stock market's retreat in April due to a surge in Treasury yields and how the correction has reversed course over the past couple of weeks. Read or listen on our website - www.tandemadvisors.com #tandemadvisors #observations #stockmarket

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What is Tandem’s Investment Process? Tandem partners with financial advisors to deliver a core solution that aims to keep investors invested. We rely on a quantitative investment process that seeks to identify businesses that grow through any economic environment, and then values those businesses using its time-tested mean-reversion model. We seek to deliver a more consistent, repeatable, and less volatile experience than the market. Our disciplined investment process is solely math-based and removes human emotion, bias, and interpretation. It is one discipline. Mathematically driven.Visit our website to learn more - www.tandemadvisors.com! #tandemadvisors #portfoliomanagement

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We could not be more excited to welcome Natalia Mattar to our team later this year! #tandemadvisors #internship

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What are Tandem’s Two Pillars? 𝐓𝐡𝐞 𝐅𝐢𝐫𝐬𝐭 𝐏𝐢𝐥𝐥𝐚𝐫: Tandem seeks to deliver a more consistent, repeatable and less volatile experience than the market. 𝐓𝐡𝐞 𝐒𝐞𝐜𝐨𝐧𝐝 𝐏𝐢𝐥𝐥𝐚𝐫: Tandem takes seriously the notion of buying low and selling high. Interested in learning more about Tandem’s investment process? Request information on our website today! #tandemadvisors #stockmarket #meanreversion #business #economy

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In our most recent edition of Notes from the Trading Desk, Managing Director, Investments Jordan Watson, CFA touches on the spike in volatility during the month of April following a selloff in semiconductor/AI related stocks and rising geopolitical tensions. We also review April’s nonfarm payrolls data that suggests the U.S. labor market may be taking a breather after a hot start to the year and recap recent corporate commentary surrounding the resiliency of the U.S. consumer. Later in the article, Jordan discusses how recent volatility has accelerated Tandem’s transition process for new accounts and new deposits. Despite a pickup in the pace of the transition, Tandem remains patient in adding to core holdings that its quantitative process currently suggests are unsustainably overvalued.#tandemadvisors #stockmarket

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Meet Sam Edwards! Sam joined Tandem in February 2024. His duties include advisor relations and helping support our financial advisor partners. Sam is originally from Montgomery, AL. He is a graduate of The University of Alabama (Roll Tide!) with a Bachelor of Science in Commerce and Business Administration and a specialization in Investment Management. In his free time, he enjoys playing guitar, golfing, running, fishing, and spending time with his family. Please join us in welcoming Sam Edwards to the Tandem Team! #tandemadvisors #employeespotlight

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