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. Our goal is to create long-term relationships with our clients and help them achieve their financial goals.
Philosophy and Performance
At Scharf, we invest alongside our 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, we work to help secure our clients’ financial future. Our time-tested investment strategy reduces volatility and better preserves and grows capital over the long term. We have found over our nearly 35-year history that reducing volatility not only adds to investment returns, but also keeps clients strategically invested.
We employ our proprietary Multi-factor Analytical Performance (MAP) screen to help identify securities that we believe have significantly more appreciation potential than downside risk over the long term. Our analysts do further investigating, and only companies with the best quantitative and qualitative characteristics are chosen for client portfolios. Our rigorous methodology judges a multitude of complexities, but the end result is very simple: Your success is our success.
Our rigorous methodology judges a multitude of complexities, but the end result is very simple: Your success is our success.
History and Accomplishments
Scharf grows to become the largest independent advisory firm in the Monterey Bay region.
Scharf’s first mutual fund, the Scharf Fund, launches.
Brian Krawez becomes President and a partner of Scharf Investments, LLC. Founder Jeffrey Scharf retires from the investment committee.
Scharf Investments launches its institutional business.
Scharf Investment completes Global Investment Performance Standards audit. Performance dating back to 1997 is independently verified.
With the addition of Brian Krawez and Eric Lynch, Scharf makes a full transition to an institutionally ready investment firm and forms a four-member, formal investment policy committee.
Investment team is established with the addition of Senior Research Analyst, Jerry Beyke, CFA®.
Proprietary Multi-factor Analytical Performance (MAP) screen is introduced to better identify potential in undervalued stocks
Scharf Investments founded to provide investors with active portfolio management.