Scharf Investments

Overview

About

Scharf Investments partners with individuals, family offices, corporations, endowments and foundations to add measurable value to client accounts over the course of a market cycle. Their goal is to create long-term relationships with clients and help them achieve their financial goals.

At Scharf, they invest alongside their clients and maintain a strict focus on valuation, margin of safety, investment flexibility and long-term perspective. With a dual focus on prudent guidance and capital protection, they work to help secure their clients’ financial future. Sharfs' time-tested investment strategy reduces volatility and better preserves and grows capital over the long term. They have found over their nearly 35-year history that reducing volatility not only adds to investment returns, but also keeps clients strategically invested.

They employ their proprietary Multi-factor Analytical Performance (MAP) screen to help identify securities that they believe have significantly more appreciation potential than downside risk over the long term. Their analysts do further investigating, and only companies with the best quantitative and qualitative characteristics are chosen for client portfolios. Their rigorous methodology judges a multitude of complexities, but the end result is very simple: Your success is their success.

Investment Approach

At Scharf, they invest alongside their clients and maintain a strict focus on valuation, margin of safety, investment flexibility, and long-term perspective. They continually strive to protect wealth by losing less when markets fall and by tracking relevant benchmarks when markets rise. They work with you to determine the appropriate investment allocation for your specific goals and circumstances.

The investment universe is large, but their list of potential companies to buy for your portfolio is small. They regularly review their investment screens to find only those companies that meet our strict criteria. Their investment process is highly selective and only companies with the best quantitative and qualitative characteristics are chosen for your portfolio.

While their rigorous process judges a multitude of complexities, the end result is very simple: your success is their success.

The Investment Team