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iMGP Funds Sicav
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Individual
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An outstanding US quality value equity manager. Scharf Investments had $4.3bn AUM at the end of March 2025.
Founded in 1983 and based in Los Gatos, California, USA, Scharf Investments manages US and global equity strategies with a concentrated quality value approach.
iMGP US Value Fund
Oct 17, 2012
USD 42.0 mn
Equity8+
The objective of this Sub-fund is to provide its investors with a long-term appreciation of their capital, principally by means of a diversified portfolio of investments in equity securities and other similar instruments of issuers of the United States of America that the Sub-Manager believes have significantly more appreciation potential than downside risk over the long term. Equity securities and other similar instruments in which the Sub-fund may invest include, but are not limited to, common and preferred stock of companies of all size, sector. The Sub-fund promotes environmental and social characteristics according to article 8 of the Regulation (EU) 2019/2088 but does not have sustainable investment as its objective. The Sub-Manager believes that Environnemental, Social and Governance (ESG) consideration allows for long-term value creation, allowing to foster a positive change. The Fund is actively managed, and the Fund’s manager's discretionary powers are not constrained by the index.
iMGP Global Concentrated Equity Fund
Jun 21, 2022
USD 72.7 mn
Equity8+
The objective of this Sub-fund is to provide its investors with a long-term appreciation of their capital, principally by means of a diversified portfolio of investments in equity securities and other similar instruments of issuers that the Sub-Manager believes have significantly more appreciation potential than downside risk over the long term. The Sub-fund may invest flexibly with no geographical limitation, including Emerging Markets. The Sub-fund promotes environmental and social characteristics according to article 8 of the Regulation (EU) 2019/2088 but does not have sustainable investment as its objective. The Sub-Manager believes that Environnemental, Social and Governance (ESG) consideration allows for long-term value creation, allowing to foster a positive change. The Sub-Fund may also invest in convertible securities. The Sub-Fund will generally invest in fewer than 50 securities. The Fund is actively managed, and the Fund’s manager's discretionary powers are not constrained by the index.
The firm’s strategies are based on the same unique, disciplined and repeatable investment process. Scharf Investments implements a fundamental value bottom-up and focused approach. The teams build portfolios of 25-to-35 quality companies that offer a margin of safety, high earnings predictability and solid growth.
What do Brian Krawez and Warren Buffet have in common?
Brian Krawez, President of Scharf Investments discusses his lifelong passion for investing, which began at the age of five through a newspaper recycling business that sparked his interest in markets and stock valuation. He explains how this early curiosity evolved into a disciplined investment philosophy that distinguishes Scharf Investments from traditional value investors by focusing on high-quality companies with stable earnings, rather than just low-priced stocks. Brian highlights Scharf’s flexible, research-driven approach to valuation and shares a formative experience with Adobe that shaped his perspective on long-term value. He also elaborates on the firm’s global equity strategy, developed from over 25 years of performance analysis, which led to the successful launch of a dedicated global fund in 2014, recently winning a major Nordic pension mandate. The discussion underscores Scharf’s commitment to delivering consistent risk-adjusted returns across market cycles, making their strategy a compelling choice for institutional investors.
Investment Capabilities
Scharf Investments: Value with Vision, Built for Resilience
Scharf Investments offers multiple value-driven investment capabilities, focused on high-quality, attractively valued companies. Each aims to deliver strong downside protection and competitive returns through market cycles.
Scharf Global Opportunity
A focused approach to value investing with a disciplined sustainability lens
Scharf Quality Value
Resilient Value Investing with a Focus on Quality and Downside Protection
