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.

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.