About the Sub-Adviser
The Castle Tandem Fund is sub-advised by Tandem Investment Advisors, Inc., an independent, employee-owned investment adviser headquartered in Charleston, South Carolina. Tandem was founded in 1990 by John Carew, and in 1991 Tandem began managing the Large Cap Core strategy. The Castle Tandem Fund follows Tandem’s Large Cap Core strategy.
John B. Carew
Chief Executive Officer & Founder
39 Years of Investment Experience
John Carew founded Tandem in 1990, after beginning his career in 1985 with Thomson McKinnon Securities, Inc. During his tenure, Tandem’s investment team has been nationally recognized numerous times by leading manager databases. John is a frequent guest speaker on topics including risk, low volatility, investment discipline, equity investing, and general market history and overview. John is a graduate of the University of Virginia with a Bachelor of Arts in Economics.
William “Billy” L. Little, Jr., CFA
Co-Chief Investment Officer
20 Years of Investment Experience
Benjamin “Ben” G. Carew, CFA
Co-Chief Investment Officer
11 Years of Investment Experience
Jordan Watson, CFA
Managing Director, Investments
6 Years of Investment Experience
Jordan Watson joined Tandem in 2019. His duties include portfolio management, conducting quantitative and fundamental research, and assisting with Tandem’s day-to-day investment operations. In addition, Jordan assists in overseeing Tandem’s internship program. He currently serves on the Advisory Board for the College of Charleston’s School of Business Investment Program. Jordan is a regular member of the CFA Institute and the CFA Society South Carolina. Jordan graduated from the College of Charleston with a Bachelor of Science in Finance with a minor in Real Estate.
The investment objectives, risks, charges and expenses of Castle mutual funds must be considered carefully before investing. The prospectus for each Fund contains this and other important information about the investment company, and it may be obtained by calling 1-877-743-7820, or visiting www.castleim.com. Read it carefully before investing.
Distributed by Arbor Court Capital, LLC – Member FINRA / SIPC.