TANDX::Institutional Shares
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
President & Founder
37 Years of Investment Experience
John Carew is a shareholder, President, and Portfolio Manager for Tandem Investment Advisors, Inc. After beginning his career in 1985 with Thomson McKinnon Securities, Inc., Mr. Carew founded Tandem in 1990. Mr. Carew is a frequent guest speaker on topics including dividend growth strategies, low volatility equity investing, and general market history and overview. Mr. Carew is a past National Board Member and Regional Board Chair for Recording for the Blind & Dyslexic (now Learning Ally), a non-profit organization dedicated to providing access to the written word. Mr. Carew is a graduate of the University of Virginia with a Bachelor of Arts in Economics.
William “Billy” L. Little, Jr., CFA
Senior Vice President
18 Years of Investment Experience
Billy Little is a shareholder, Senior Vice President, and Portfolio Manager for Tandem Investment Advisors, Inc. Mr. Little began his career in the investment industry in 2004, as a Financial Advisor with Ameriprise Financial in Baltimore, Maryland. Mr. Little joined Tandem in 2006. Mr. Little oversees Tandem’s corporate financials, including business planning, budgeting, and vendor negotiations. Mr. Little also directs Tandem’s quantitative and fundamental research. He is a regular member of the CFA Institute and past President of the CFA Society South Carolina. Mr. Little graduated from the College of Charleston with a Bachelor of Arts in Business Administration with a concentration in Finance.
Benjamin “Ben” G. Carew, CFA
Vice President
9 Years of Investment Experience
Ben Carew is a shareholder, Vice President, and Portfolio Manager for Tandem Investment Advisors, Inc. Mr. Carew joined Tandem in 2013. Mr. Carew manages Tandem’s trading desk, overseeing day-to-day investment operations, including trading, quantitative and fundamental research, and portfolio management. Mr. Carew also oversees Tandem’s internship program. Mr. Carew is a regular member of the CFA Institute and the CFA Society South Carolina. Mr. Carew currently serves as the Vice Chair for College of Charleston’s School of Business Investment Program, a student program seeking to provide the opportunity for a select group of students to distinguish themselves academically, professionally, and personally. Mr. Carew is a graduate of the College of Charleston’s School of Business, earning a Bachelor of Arts in Economics with a minor in Finance.
Jordan Watson, CFA
Associate Portfolio Manager
4 Years of Investment Experience
Jordan Watson is an Associate Portfolio Manager for Tandem Investment Advisors, Inc. Mr. Watson joined Tandem in 2019. His duties include conducting quantitative and fundamental research and portfolio management. In 2018, Mr. Watson traveled to Zürich, Switzerland to work under Aquamarine Capital. While there he co-authored a white paper on the background, impacts, and outlooks of global central bank monetary policy. Mr. Watson is a regular member of the CFA Institute and the CFA Society South Carolina. Mr. Watson was a past member of the College of Charleston Investment Program and graduated from the College of Charleston’s School of Business with a Bachelor of Science in Finance.
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.