The Fund

The Tandem Fund (Ticker: TANDX) for investors seeking long-term capital appreciation. ​​

Fund Overview

Fund Inception: 3.15.2019


  • Exhibits Low Volatility, Low Downside-Capture, and Low Turnover

  • A Concentrated Portfolio of companies that have a history of growing earnings and dividends

  • Follows Tandem’s Large Cap Core (LCC) Strategy

Our Approach

As portfolio managers, we are not concerned with conforming to an industry norm. To us, Willing to be Different means:


  • we take seriously the notion of buying low and selling high, with the discipline to wait

  • we seek to deliver a more consistent, repeatable and less volatile experience than the market

  • we aim for low volatility and low downside capture

  • we are willing to hold cash when few buying opportunities present themselves

  • we buy stocks when they ought to be bought — not because we sold something


 

We believe our approach to managing money is understandable, relatable and makes sense to our clients and shareholders of the Tandem Fund.

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The investment objectives, risks, charges and expenses of the Tandem Fund (“the Fund”) must be considered carefully before investing. The prospectus for the Fund contains this and other important information about the investment company, and it may be obtained by calling 1-877-743-7820 or on this website. Please read it carefully before investing. ​


Important Risk Information

The risks associated with the Fund are detailed in the Fund’s prospectus. Investments in the Fund are subject to common stock risk, sector risk, and investment management risk. The Fund’s focus on large-capitalization companies subjects the Fund to the risks that larger companies may not be able to attain the high growth rates of smaller companies. Because the Fund may invest in companies of any size, its share price could be more volatile than a fund that invests only in large-capitalization companies. Fund holdings and asset allocations are subject to change and are not recommendations to buy or sell any security. 


We define a full-market cycle as a period of time, usually measured in years, that includes both ‘bearish’ markets (the market trends down) and ‘bullish’ markets (the market trends up).


Performance quoted represents past performance.  Past performance is no guarantee of future results.


Distributed by Arbor Court Capital, LLC – Member FINRA / SIPC

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