Scharf Quality Value Strategy

December 31, 2024 | Brochures

The Scharf Sustainable Value Strategy seeks to identify common equities with low valuations combined with growing earnings, cash flow and/or book value. The portfolio team maintains a strict focus on valuation, margin of safety and consistent earnings growth, but maintains investment flexibility (not confined to style boxes) towards market capitalization and domicile. We seek to add measurable value to client accounts over the course of a market cycle while losing notably less than relevant benchmarks in falling markets.

Scharf Multi-Asset Strategy

December 31, 2024 | Brochures

The Scharf Multi-Asset portfolio seeks to combine the appreciation potential of equities with the capital preservation and income generation qualities of fixed income and alternative investments. In the equity allocation the portfolio team maintains a strict focus on valuation, margin of safety and consistent earnings growth, but maintains investment flexibility (not confined to style boxes) towards market capitalization and domicile. On the non-equity allocation, the portfolio team emphasizes credit quality and capital preservation. We seek to deliver a compelling risk-adjusted absolute return.

Scharf Global Strategy

December 31, 2024 | Brochures

The Growth Equity Strategy seeks to produce long-term rates of return in excess of the S&P 500 and most other money managers while incurring only relatively moderate amounts of risk. The sub-advisor, Suncoast Equity Management, practices a narrow investment discipline that heavily emphasizes earnings growth, free cash flow, returns on capital and financial strength. The portfolio team selects 15-25 stocks (or “businesses”) deemed to provide a “margin of safety” via superior business model sustainability. A typical individual stock is held for 5 or more years.

Scharf Growth Strategy

December 31, 2024 | Brochures

The Growth Equity Strategy seeks to produce long-term rates of return in excess of the S&P 500 and most other money managers while incurring only relatively moderate amounts of risk. The sub-advisor, Suncoast Equity Management, practices a narrow investment discipline that heavily emphasizes earnings growth, free cash flow, returns on capital and financial strength. The portfolio team selects 15-25 stocks (or “businesses”) deemed to provide a “margin of safety” via superior business model sustainability. A typical individual stock is held for 5 or more years.

Scharf Mutual Funds

December 31, 2024 | Brochures

Wealth and Family: Tips for Starting and Guiding Conversations

January 1, 2019 | Brochures

Many people spend their lives working hard to accumulate wealth that can be shared with their families. Prudent planning for this wealth transfer goes far beyond the legal verbiage of trusts and wills to encompass deeply held values. This begs the question, “How can one ensure that what they leave behind will etch a lasting impression on future generations?”