News & Insights

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Video

Has the Deceleration in Earnings Been Discounted Yet?

July 29, 2022

Eric Lynch appeared on Nasdaq “Trade Talks” where he discussed the outlook for 2023 and the worrying trend in earnings. Eric believes this has not yet been taken into account by the market and he points out that when earnings decelerate, it's time to play defense.

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Stock Picks: BKNG, MCK

July 12, 2022

With "higher for longer" inflation, rising interest rates, and estimated '22-'23 S&P 500 profit margins still at all-time highs and ~20% above their pre-pandemic level, strong '22-‘23 profit stories will be key. Eric Lynch described how Scharf Investments identifies high-quality companies with sustainable earnings for our portfolios, and he discussed two names that we find compelling and why.

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fact-sheet
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Fact Sheet

Scharf Sustainable Value Strategy

June 30, 2022

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fact-sheet
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Fact Sheet

Scharf Multi-Asset Strategy

June 30, 2022

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fact-sheet
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Fact Sheet

Scharf Hedged Strategy

June 30, 2022

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