We have demonstrated strong investment performance since our inception.

Performance

Performance Charts

Scharf Investments Core Equity and Balanced accounts have outperformed their relevant benchmarks for over thirty years on an annualized basis. Much of the outperformance has been generated in flat to down markets.

Scharf Investments Equity vs. Market Average Scharf Investments Equity vs. Market Average
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Morningstar Ratings

Scharf Investments is proud to announce that our Balanced portfolio composite has received an overall five star rating from Morningstar.

The highly coveted five star ratings place Scharf Investments ahead of 90% of all money management firms tracked by Morningstar in the categories in which Morningstar places our portfolio composites.

Morningstar Rating™ Overall 3-Year 5-Year 10-Year

Scharf Investments Core Equity

Scharf Investments Balanced

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Morningstar is the largest independent research organization serving more than 5.2 million individual investors, 210,000 Financial Advisors, and 1,700 institutional clients around the world.

For each separate account with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a separate account’s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of separate accounts in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating for a separate account is derived from a weighted average of the performance figures associated with its three-, five- and ten-year Morningstar Rating metrics. The Scharf Core Equity composite was rated against the following numbers of U.S.-domiciled Large Blend separate accounts over the following time periods: 499 separate accounts in the last three years, 473 separate accounts in the last five years, and 405 separate accounts in the last ten years. The Scharf Balanced composite was rated against the following numbers of U.S.-domiciled Moderate Allocation balanced separate accounts over the following time periods: 460 separate accounts in the last three years, 415 accounts in the last five years, and 229 separate accounts in the last ten years.

© 2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.