Brian Krawez from 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.