Low valuation investment approaches work.

Client Communications

At Scharf Investments, we want our clients to be informed about their accounts and comfortable with their investments. We talk with clients regularly, both in person and by telephone. In addition, clients receive the following written communications:

  • Trade confirmations directly from broker and/or custodian
  • Monthly account statement directly from broker and/or custodian
  • Quarterly account statement from Scharf Investments
  • Quarterly letter to Scharf Investments clients
  • Annual written account performance evaluation

In addition, clients are invited to Scharf Investments’ annual meeting.