At Scharf, we invest alongside our clients and maintain a strict focus on valuation, margin of safety, investment flexibility, and long-term perspective. We continually strive to protect wealth by losing less when markets fall and by tracking relevant benchmarks when markets rise. We work with you to determine the appropriate investment allocation for your specific goals and circumstances.
The investment universe is large, but our list of potential companies to buy for your portfolio is small. We regularly review our investment screens to find only those companies that meet our strict criteria. Our investment process is highly selective and only companies with the best quantitative and qualitative characteristics are chosen for your portfolio.
While our rigorous process judges a multitude of complexities, the end result is very simple: your success is our success.
Scharf Investments has built a strong track record since inception. For more than 30 years, our Core Equity and Balanced accounts have outperformed their relevant benchmarks on an annualized basis. Our Balanced portfolio earned a 5-star overall Morningstar Rating™, while our Core portfolio has a 4-star overall rating.
Morningstar is the largest independent research organization serving more than 5.2 million individual investors, 210,000 Financial Advisors, and 1,700 institutional clients around the world.
For each separate account with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a separate account’s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of separate accounts in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating for a separate account is derived from a weighted average of the performance figures associated with its three-, five- and ten-year Morningstar Rating metrics. The Scharf Core Equity composite was rated against the following numbers of U.S.-domiciled Large Blend separate accounts over the following time periods: 499 separate accounts in the last three years, 473 separate accounts in the last five years, and 405 separate accounts in the last ten years. The Scharf Balanced composite was rated against the following numbers of U.S.-domiciled Moderate Allocation balanced separate accounts over the following time periods: 460 separate accounts in the last three years, 415 accounts in the last five years, and 229 separate accounts in the last ten years.