Scharf Investments

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.

$4.3 bn

Assets under management (as of 31 March 2025)

2019

Became a Partner

1983

Founded

25

Employees

iMGP Funds

Fund Name ISIN Fund Inception Fund Size Asset Class

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 downside buffer, high earnings predictability and solid growth.

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Disclosure:

The investment strategies described herein are those of Scharf Investments.

These materials are being provided for illustrative and informational purposes only. The information contained herein is obtained from multiple sources that are believed to be reliable.

However, such information has not been verified, and may be different from the information included in documents and materials created by the sponsor firm in whose investment program a client participates. Some sponsor firms may require that these Scharf Investments materials are preceded or accompanied by investment profiles or other documents or materials prepared by such sponsor firms, which will be provided upon a client’s request. For additional information, documents and/or materials, please speak to your Financial Advisor.

Value investing generally seeks stocks that may be sound investments but are temporarily out of favor in the marketplace and is subject to the risk that the valuations never improve or that the returns will trail other styles of investing or the overall stock markets.

The SMA investment strategy discussed may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.