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OYSTER US Value

A concentrated value-focused portfolio invested in high quality, large-cap stocks

Investors do not have to pay astronomical prices to own strong businesses if they are willing to look in the right places.

Brian Krawez

President, Scharf Investments

A strategy benefiting from a 20+ year track record

#1 A concentrated stock portfolio of 25-35 highest conviction investment ideas

#2 A focus on high quality companies with earnings predictability and compelling valuations

#3 The investment team seeks to provide capital appreciation over the course of an entire market cycle while losing notably less than relevant benchmarks in falling markets

Opportunity for investors

The strategy of the OYSTER US Value fund, part of our Luxembourg-based OYSTER SICAV, is managed by veteran stock pickers from Scharf Investments

Obsessively prudent

Founded in 1983, this skilled team of seasoned investment professionals are obsessively prudent in their approach to managing risk and keenly focused on earnings predictability.

A focus on long-term value

Finding quality value in the universe of US large-cap stocks is not easy. The team utilizes a proprietary screening tool to identify companies with low valuations and growing earnings, cash flow and/or book value. They describe their investment approach as fundamental, bottom-up with a focus on long-term value.

Scharf Investments

An outstanding value equity manager

years of experience

$3.3bn

AUM as of December 2020

investment strategies

Source: Scharf Investments, data as of December 2020

THE FIRM

Based in Los Gatos, California, Scharf Investments is independent and employee controlled.

iM Global Partner acquired a 40% stake in the firm in April 2019."

THE INVESTMENT PHILOSOPHY

Scharf Investments are value investors. They implement a fundamental, bottom-up approach with a focus on long-term value. The firm builds portfolios of 25 to 35 high quality companies offering significant margin of safety with large valuation discounts to intrinsic values, high earnings predictability and solid growth.

Visit ScharfInvestments.com

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Fund performance

Please refer to the funds’ documentation, eligibility and associated risks on www.imgp.com/OYSTER.