Meet Our Team

Managing Director, Investment Committee Member

Institutional Associate, Research Associate

Institutional Associate

Eric Lynch

Eric Lynch

Managing Director, Investment Committee Member

Eric Lynch is a Managing Director and an investment committee member. He manages Scharf Investments’ institutional investment team and handles new business development. Mr. Lynch is a primary analyst on companies in the Core portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. He holds responsibility for new idea generation, research, analysis and valuation. Mr. Lynch also presents recommendations to the investment committee.

Before joining Scharf Investments in 2007, Mr. Lynch contributed research to Scharf Investments while running his own registered investment advisory firm, Lynch Capital Management, LLC. Prior to founding Lynch Capital Management, he was co-chief operating officer, research analyst and portfolio manager at Polen Capital Management, a top-performing money manager. As co-chief operating officer, he led the firm’s institutional channel. Previously, Mr. Lynch spent several years as a management consultant to Fortune 500 companies with Accenture and Price Waterhouse-Japan.

Mr. Lynch graduated magna cum laude from John Carroll University with a Bachelor of Arts in economics and a concentration in Japanese. Mr. Lynch earned his Master of Business Administration from the University of North Carolina at Chapel Hill.

On a Personal Note

An outdoor enthusiast, Mr. Lynch enjoys trail running and mountain biking.

Something You Might Not Know

Mr. Lynch speaks Nihongo—known to us as the Japanese language.

John Almazan

John Almazan

Institutional Associate, Research Associate

John Almazan holds a dual role at Scharf Investments, providing both operational and administrative support to the firm. As an Institutional Associate, he assists with institutional business including servicing and marketing requests, attribution analysis, and portfolio reviews covering current performance and future outlook. As a Research Associate, he conducts initial due diligence on companies and provides supporting research on companies for senior analysts. He also assists with earnings reports, financial modeling, and formal investment recommendation presentations.

In 2014, Mr. Almazan joined Scharf Investments after completing his university degree.

Mr. Almazan earned a Bachelor of Arts in applied mathematics from the University of California at Berkeley. He is a CFA Level 3 candidate.

On a Personal Note

Mr. Almazan shares his financial expertise by volunteering to teach financial literacy. For recreation, he spends time boxing and repairing old cars.

Something You Might Not Know

A mechanical whiz kid, Mr. Almazan began learning to fix cars at age five.

Sam Kanagawa

Sam Kanagawa

Institutional Associate

Sam Kanagawa is an Institutional Associate at Scharf Investments. He holds administrative and operational responsibilities related to Scharf’s institutional business. His duties include servicing and marketing requests, attribution analysis, and portfolio reviews covering current performance and future outlook. Mr. Kanagawa also provides research support.

In 2015, Mr. Kanagawa joined Scharf Investments, after completing his university degree.

Mr. Kanagawa earned a Bachelor of Arts in business management economics with a minor in technology information management from the University of California at Santa Cruz. He holds a FINRA Series 65 license, and is a Chartered Financial Analyst Level 3 candidate.

On a Personal Note

Mr. Kanagawa enjoys staying active, working out, and is an avid sports enthusiast. He likes watching football and basketball, and is a die-hard New York Jets fan.

Something You Might Not Know

An accomplished martial artist, Mr. Kanagawa has a black belt in Tae Kwon Do.

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Client Service, Operations

Executive Administrative Assistant

Jan Erbe

Jan Erbe

Client Service, Operations

Jan Erbe provides administrative support for the entire office as a Client Service, Operations professional. She is also responsible for operational and client service duties, working directly with clients to resolve day-to-day service requests.

Before joining Scharf Investments in 2007, Ms. Erbe worked in customer service and trust departments. She has a 22-year background in the finance industry.

Ms. Erbe earned a Bachelor of Arts degree from the University of California at Santa Barbara.

On a Personal Note

Ms. Erbe enjoys traveling the world. At home, she delights in gardening activities.

Something You Might Not Know

A lover of the Portuguese language, Ms. Erbe has hosted a weekly Portuguese class for the past 24 years.

Annie Blackmun

Annie Blackmun

Executive Administrative Assistant

Annie Blackmun is an Executive Administrative Assistant. She is responsible for providing administrative support, office management assistance, and client service. Ms. Blackmun works directly with clients to determine their needs, and connects with client relations managers to help deliver effective solutions.

Ms. Blackmun has 17 years of experience in administration and office management. Prior to joining Scharf in 2017, she served in administrative and managerial roles for several corporations in the Santa Cruz area.

Ms. Blackmun earned an Associate of Arts degree from Cabrillo College in Aptos, CA. She is a licensed Notary Public.

On a Personal Note

Scrapbooking and craft projects allow Ms. Blackmun to express her creative side. She also enjoys reading.

Something You Might Not Know

Ms. Blackmun organizes volunteers for the flagship food delivery program at Jacob’s Heart, an organization that serves children with cancer and their families.

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President, Investment Committee Chairman

Managing Director, Investment Committee Member

Research Analyst, Head Trader, Investment Committee Member

Senior Research Analyst

Senior Research Analyst, Investment Committee Member

Senior Research Analyst

Research Analyst

Research Associate

Institutional Associate, Research Associate

Operations Analyst

Institutional Associate

Brian Krawez, CFA®

Brian Krawez, CFA®

President, Investment Committee Chairman

Brian Krawez is Scharf Investments’ President and Investment Committee Chairman, as well as Portfolio Manager. He began his career more than 20 years ago with Smith Barney in San Francisco. He later moved to their investment banking division in New York City, where he was ranked as a top-rated analyst focused on health care.

Prior to joining Scharf Investments in 2007, Mr. Krawez was a partner and head of research for Belden and Associates Investment Counsel, managing a successful Large Blend portfolio. He has also held research analyst positions at Dodge & Cox, Telegraph Hill Investment Counsel, and SC Fundamental, a successful value oriented hedge fund.

Mr. Krawez earned both a Bachelor of Science with honors in business administration and a Master of Business Administration from the Haas School of Business at the University of California, Berkeley. While at UC Berkeley he worked for Professor Yellen, the current Chair of the Board of Governors of the Federal Reserve. Mr. Krawez is a Chartered Financial Analyst and a member of the Security Analysts of San Francisco.

On a Personal Note

Mr. Krawez is an active dad who enjoys playing baseball and basketball.

Something You Might Not Know

A true investment prodigy, Mr. Krawez started trading currencies in 3rd grade and attended his first shareholder meeting at age eight.

Eric Lynch

Eric Lynch

Managing Director, Investment Committee Member

Eric Lynch is a Managing Director and an investment committee member. He manages Scharf Investments’ institutional investment team and handles new business development. Mr. Lynch is a primary analyst on companies in the Core portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. He holds responsibility for new idea generation, research, analysis and valuation. Mr. Lynch also presents recommendations to the investment committee.

Before joining Scharf Investments in 2007, Mr. Lynch contributed research to Scharf Investments while running his own registered investment advisory firm, Lynch Capital Management, LLC. Prior to founding Lynch Capital Management, he was co-chief operating officer, research analyst and portfolio manager at Polen Capital Management, a top-performing money manager. As co-chief operating officer, he led the firm’s institutional channel. Previously, Mr. Lynch spent several years as a management consultant to Fortune 500 companies with Accenture and Price Waterhouse-Japan.

Mr. Lynch graduated magna cum laude from John Carroll University with a Bachelor of Arts in economics and a concentration in Japanese. Mr. Lynch earned his Master of Business Administration from the University of North Carolina at Chapel Hill.

On a Personal Note

An outdoor enthusiast, Mr. Lynch enjoys trail running and mountain biking.

Something You Might Not Know

Mr. Lynch speaks Nihongo—known to us as the Japanese language.

Gabe Houston, CFA®

Gabe Houston, CFA®

Research Analyst, Head Trader, Investment Committee Member

Gabe Houston serves as a Research Analyst and Head Trader, as well as an investment committee member. He is a primary analyst for companies in the Core portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. He heads the trading team, and provides operations support. Mr. Houston is also responsible for new idea generation, research, analysis and valuation. He presents recommendations to the full investment committee, and coordinates with the trading team and the Portfolio Manager on large portfolio moves.

Mr. Houston joined Scharf Investments in 2006, after completing his university degree.

Mr. Houston earned a Bachelor of Arts in business management economics from the University of California, Santa Cruz. He earned his Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. He also holds a FINRA Series 65 license.

On a Personal Note

Mr. Houston enjoys playing outside with his daughter. He is also a basketball player and swimmer.

Something You Might Not Know

A bona fide native son, Mr. Houston has lived in Santa Cruz County his entire life.

Michael Goody

Michael Goody

Senior Research Analyst

Michael Goody is a Senior Research Analyst. He serves as a primary analyst on companies in the Core portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. Mr. Goody is also responsible for new idea generation, research, analysis and valuation. He presents recommendations to the investment committee.

Prior to joining Scharf Investments in 2014, Mr. Goody was the portfolio manager at Dartford Capital Partners. He was also a senior analyst at Hawkeye Capital Management and worked at The Blackstone Group, Morgan Stanley, and Deutsche Bank.

Mr. Goody graduated cum laude with a Bachelor of Arts degree in economics from Dartmouth College in Hanover, NH.

On a Personal Note

Mr. Goody is an accomplished golfer, an art lover, and a wine aficionado. Another passion is reading about stocks.

Something You Might Not Know

Like the classically educated American founders, Mr. Goody reads Latin. But he’s slightly prouder of having shot under par twice.

Jerry Beyke, CFA®

Jerry Beyke, CFA®

Senior Research Analyst, Investment Committee Member

Jerry Beyke holds the position of Senior Research Analyst and is an investment committee member. He is a primary analyst on companies in the Core portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. He is responsible for new idea generation, research, analysis and valuation. Mr. Beyke also presents recommendations to the investment committee.

Prior to joining Scharf Investments in 2002, Mr. Beyke was a vice president and portfolio manager at Carson Feltz and First Commerce Investors, where he managed value oriented equity portfolios in discretionary accounts and a commingled fund. He also ran a successful Limited Partnership, Beyke Partners, as general partner and portfolio manager. Mr. Beyke has more than 20 years of financial services experience.

Mr. Beyke earned a Bachelor of Science degree in finance from the University of Nebraska in Omaha. He holds a Chartered Financial Analyst designation, and has been a member of the Association for Investment Management and Research since 1986.

On a Personal Note

A tennis and basketball player, Mr. Beyke is at home on the courts.

Something You Might Not Know

Originally from Omaha, Mr. Beyke loves Warren Buffet and owns a collection of hundreds of investment books.

Byron Penstock, CFA®

Byron Penstock, CFA®

Senior Research Analyst

Byron Penstock is a Senior Research Analyst, responsible for new idea generation, research, analysis and valuation. He is a primary analyst on companies in the Core portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. Mr. Penstock presents recommendations to the investment committee.

Before joining Scharf Investments in 2017, Mr. Penstock was co-portfolio manager and investment analyst for each of the four strategies managed by the RS Value Group at RS Investments. Prior to his 12-year tenure at RS Value Group, Mr. Penstock was an attorney at Skadden, Arps, Slate, Meagher and Flom in New York.

Mr. Penstock holds a Master of Business Administration from Harvard Business School and a Juris Doctorate degree from Osgoode Hall Law School at York University, Toronto. He is also a CFA charterholder.

On a Personal Note

Mr. Penstock enjoys travel and is an avid reader.

Something You Might Not Know

Mr. Penstock is a former professional hockey player.

Jeff Wilson, CFA®

Jeff Wilson, CFA®

Research Analyst

Jeff Wilson is a Research Analyst, responsible for new idea generation, research, analysis and valuation. He is a primary analyst on companies in the Core portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. Mr. Wilson is also responsible for presenting recommendations to Scharf’s investment committee.

Before joining Scharf Investments in 2013, Mr. Wilson performed equity research with Freestone Capital Management, a $2.3B AUM asset manager in Seattle, WA. Prior to his six-year tenure at Freestone, Mr. Wilson was a research analyst for two years at ICM Asset Management in Spokane, WA.

Mr. Wilson holds Bachelor of Arts degree from Gonzaga University in accounting and finance. He is also a Chartered Financial Analyst, a member of the CFA Institute, and served on the CFA Society Seattle Board of Directors.

On a Personal Note

Active in many sports, Mr. Wilson especially enjoys basketball, biking, trail running, golf, and hiking.

Something You Might Not Know

Mr. Wilson earned his way into the Tyee Club of British Columbia by catching a chinook salmon weighing over 30 pounds. His fish tipped the scales at 32 pounds.

Owen Warren

Owen Warren

Research Associate

Mr. Warren has responsibility for conducting due diligence and provides supporting research for senior analysts. He assists with ongoing analysis, financial modeling, and formal investment recommendations.

Mr. Warren joined Scharf Investments in 2016, after graduating with first class honors from the University of Warwick. He earned a Bachelor of Science degree in Economics with Study Abroad at the University of California, Berkeley. He is a Chartered Financial Analyst Level 2 candidate.

On a Personal Note

A fitness buff, Mr. Warren enjoys working out and yoga. He also likes reading, travelling, and exploring the Bay Area.

Something You Might Not Know

From England, Mr. Warren is a life-long Manchester United fan, and loves to watch the team when he’s back home

John Almazan

John Almazan

Institutional Associate, Research Associate

John Almazan holds a dual role at Scharf Investments, providing both operational and administrative support to the firm. As an Institutional Associate, he assists with institutional business including servicing and marketing requests, attribution analysis, and portfolio reviews covering current performance and future outlook. As a Research Associate, he conducts initial due diligence on companies and provides supporting research on companies for senior analysts. He also assists with earnings reports, financial modeling, and formal investment recommendation presentations.

In 2014, Mr. Almazan joined Scharf Investments after completing his university degree.

Mr. Almazan earned a Bachelor of Arts in applied mathematics from the University of California at Berkeley. He is a CFA Level 3 candidate.

On a Personal Note

Mr. Almazan shares his financial expertise by volunteering to teach financial literacy. For recreation, he spends time boxing and repairing old cars.

Something You Might Not Know

A mechanical whiz kid, Mr. Almazan began learning to fix cars at age five.

Sofia Balogh, CFA®

Sofia Balogh, CFA®

Operations Analyst

Sofia Balogh is an Operations Analyst, providing operational and research support to the firm. She helps with oversight of the trading and operations team, and is a primary analyst on all trading related systems. Ms. Balogh conducts fixed income trading, monitors accounts with fixed income holdings, and provides fixed income research support. She also assists with broad firm initiatives.

In 2013, Ms. Balogh joined Scharf Investments after completing her university degree.

Ms. Balogh earned a Bachelor of Arts in economics from the University of California, Berkeley. She is a Chartered Financial Analyst.

On a Personal Note

Ms. Balogh is a hiker and swimmer who enjoys traveling the world. When home, she earns compliments on the furniture she beautifully refinishes.

Something You Might Not Know

A natural at languages, Ms. Balogh speaks Spanish and Brazilian Portuguese fluently, and is proficient at French.

Sam Kanagawa

Sam Kanagawa

Institutional Associate

Sam Kanagawa is an Institutional Associate at Scharf Investments. He holds administrative and operational responsibilities related to Scharf’s institutional business. His duties include servicing and marketing requests, attribution analysis, and portfolio reviews covering current performance and future outlook. Mr. Kanagawa also provides research support.

In 2015, Mr. Kanagawa joined Scharf Investments, after completing his university degree.

Mr. Kanagawa earned a Bachelor of Arts in business management economics with a minor in technology information management from the University of California at Santa Cruz. He holds a FINRA Series 65 license, and is a Chartered Financial Analyst Level 3 candidate.

On a Personal Note

Mr. Kanagawa enjoys staying active, working out, and is an avid sports enthusiast. He likes watching football and basketball, and is a die-hard New York Jets fan.

Something You Might Not Know

An accomplished martial artist, Mr. Kanagawa has a black belt in Tae Kwon Do.

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