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iMGP Funds Sicav
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Resilient Value Investing with a Focus on Quality and Limiting Downside
The Scharf Quality Value strategy is a high-conviction, bottom-up approach to equity investing, focused on identifying attractively valued companies with strong balance sheets and durable business models. With a proven track record of preserving capital in volatile markets, this strategy seeks to deliver consistent, risk-adjusted returns over the long term. Rooted in the disciplined, value-oriented philosophy of Scharf Investments, the strategy is implemented through the LOGIX and iMGP US Value Funds and stands as a testament to our commitment to enduring partnerships and entrepreneurial thinking in asset management.
At the heart of the Scharf Quality Value Strategy is a disciplined belief in the enduring power of quality and value. Conviction is placed in companies that exhibit financial strength, durable competitive advantages, and attractive valuations—backed by a rigorous assessment of downside risk. Scharf's philosophy is rooted in long-term thinking and capital preservation, with a focus on identifying mispriced opportunities that offer compelling risk-adjusted returns. Scharf seeks to partner with businesses we understand deeply, avoiding those exposed to secular decline or excessive complexity. By blending fundamental analysis with a prudent buffer, the strategy aims to deliver consistent performance across market cycles.
The Scharf Quality Value Strategy follows a thorough, multi-layered process grounded in fundamental research and valuation discipline. Scharf's proprietary Multi-factor Analytical Performance (MAP) screen filters companies based on key valuation metrics—such as price-to-earnings, price-to-book, and price-to-cash flow—uncovering securities with potential appreciation of 30–40% over 12 to 24 months. This screen draws on data dating back to 1973 and identifies stocks trading at attractive relative and absolute levels within their industry and the broader market. From this universe, the investment team conducts deep-dive qualitative research, examining whether any perceived risks are transient or structural and whether valuations are justified. Risk management is central throughout— whereby Scharf models upside/downside scenarios, actively monitors position sizing, and limits exposure to individual companies and sectors. The result is a concentrated portfolio of 25–35 companies with the strongest blend of value, quality, and long-term potential.
What do Brian Krawez and Warren Buffet have in common?
Brian Krawez, President of 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.
The investment strategies described herein are those of Scharf Investments.
These materials are being provided for illustrative and informational purposes only. The information containedherein 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.
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