Scharf Investments

An outstanding US quality value equity manager. Scharf Investments had $4.2bn AUM at the end of December 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.

$4.2 bn

Assets under management (as of 31/12/2025)

2019

Became a Partner

1983

Founded

25

Employees

iMGP Funds

Fund Name Fund Inception Fund Size Asset Class SFDR
iMGP US Value Fund Oct 17, 2012 USD 32.9 mn Equity 8 +
  • Aims to generate long-term capital growth by investing in equities and other similar instruments of US companies that offer more appreciation potential than downside risk over time
  • Seeks to identify high-quality companies that have low valuations combined with growing earnings, cash flow and/or book value
  • The MSCI USA Value Net Total Return Index is used for comparison only, including for performance comparison. The Fund is actively managed and the Sub-Manager''s discretionary powers are not constrained by the index
ISIN Inception Date
iMGP Global Concentrated Equity Fund Jun 21, 2022 USD 70.9 mn Equity 8 +
  • Aims to provide long-term capital growth by investing in a diversified portfolio of global equities and other similar instruments of issuers that the Sub-Manager believes have significantly more appreciation potential than downside risk over the long term
  • Seeks to identify companies with low valuations combined with growing earnings, cash flow and/or book value
  • The MSCI ACWI Value Net Total Return Index is used for comparison only, including for performance comparison. The Fund is actively managed and the Sub-Manager''s discretionary powers are not constrained by the index
ISIN Inception Date
iMGP Global Select Fund Dec 31, 1996 USD 78.8 mn Equity +
  • Core global equity solution sourcing highest-conviction ideas from around the world.
  • All cap exposure with dedicated global small/mid cap managers taking advantage of under-the-radar companies.
  • Access to customized strategies capitalizing on the best ideas from skilled investors.
ISIN Inception Date

Investment Approach

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.

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