Brochures
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Scharf Global Opportunity Strategy
September 30, 2023 | 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.
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Scharf Hedged Strategy
June 30, 2023 | Brochures
The Scharf Hedged portfolio seeks to provide returns above inflation with significantly less volatility than a typical equity portfolio. The portfolio team seeks to identify common equities with low valuations combined with growing earnings, cash flow and/or book value. In addition, Scharf seeks to mitigate portfolio volatility by shorting one or more exchange-traded funds that mimic market indexes such as the Standard & Poor’s 500.
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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?”
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Retirement and Financial Goals
January 1, 2019 | Brochures
We are often asked how much savings are needed to comfortably retire. Thinking about retirement evokes a range of emotions for many people, such as the hope that one will have enough money to retire, and fear that one might out live one’s money. The best way to fulfill those hopes is by focusing on the numbers and the variables that can be controlled.
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Tax Loss Harvesting
January 1, 2019 | Brochures
Tax-loss harvesting is the strategy of selling stocks, mutual funds, ETFs, and other investments that have a loss in order to offset realized gains on other investments. While it’s tempting to think that you could sell a stock to claim the loss and then buy it back right away, the IRS has a rule in the tax code to prevent you from doing that. The wash sale rule says that you must wait 30 days after selling a stock before repurchasing it if you want to deduct the loss.
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Young Investors
January 1, 2019 | Brochures
“The number one problem in today’s generation and economy is lack of financial literacy,” according to American economist and former Federal Reserve Chairman Alan Greenspan. A 2012 SEC report on financial literacy in the United States found that “American investors lack essential knowledge of the most rudimentary financial concepts: inflation, bond prices, interest rates, mortgages, and risk.”