Scharf Global Opportunity

A focused approach to value investing with a disciplined sustainability lens

The Scharf Global Opportunity strategy brings Scharf Investments’ disciplined value philosophy to a broad global opportunity set, encompassing both U.S. and non-U.S. equities. Rooted in deep fundamental research, the strategy seeks high-quality businesses with attractive valuations and strong, sustainable financial profiles across developed and select emerging markets. By combining global diversification with a consistent focus on downside protection and intrinsic value, the strategy aims to deliver long-term capital appreciation while managing risk in a disciplined manner.

Scharf Investments

Manager

October 2014

Inception of Strategy

USD

Base Currency

Investment Philosophy

Scharf Investments applies a consistent, bottom-up value approach across all strategies. The team seeks to identify high-quality companies trading at meaningful discounts to intrinsic value, with strong earnings visibility and long-term growth potential. Portfolios are concentrated — typically 25 to 35 holdings — to reflect only the highest-conviction ideas. The focus is on businesses offering a clear margin of safety, supported by robust fundamentals and disciplined valuation.

The Team

Brian Krawez, CFA

Scharf Investments
President

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