Brian Krawez Highlights Hershey and Heineken on Reuters TV
Given the current market and economic environment in the U.S. with tariffs, policy changes, and daily comments that take the stock market on a roller coaster ride, what are investors to do and where can they find investment opportunities amidst all this volatility? “As an investor, you can’t just hide in cash. Stocks still remain a good defense,” said Brian Krawez, president and lead portfolio manager at Scharf Investments during an appearance on April 21, 2025 on Reuters TV. We believe there’s a new playbook for stocks. What worked previously—momentum, high growth, mega-cap tech—has given way to value stocks and non-U.S. stocks, which we believe are poised to do well. In particular, Brian highlighted two stocks that we find compelling, Hershey (HSY) and Heineken (HEINY).
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