Scharf Investments' mission is to add measurable value to client accounts over the course of a market cycle.
Founded in 1983, Scharf Investments, LLC is a Registered Investment Advisor. We manage portfolios totaling over $5 billion for individuals, retirement accounts, trusts, family offices, corporations, endowments and foundations.
Scharf Investments has offered individuals and families value-oriented equity portfolios for their personal, retirement and trust accounts since our inception.
For more information, contact Michael Allard at 831-429-6513.
Scharf Investments' long-term portfolio composite performance has attracted endowments, foundations, corporations, family offices and third party advisors from across the country.
For more information, contact Eric Lynch at 831-429-6513.
The Scharf Fund
The Scharf Balanced Opportunity Fund
The Scharf Global Opportunity Fund
The Scharf Alpha Opportunity Fund
No-load, open-ended mutual funds
* Scharf Investments Core Equity Overall 5 Star Rating as of June 30, 2016. See the Performance section for details.