SCHARF INVESTMENTS Overview
Scharf Investments Llc is an investment advisor that manages 4.1 BN dollars in regulatory AUM and has 19 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/09 to 12/31/17. The fund's latest filing disclosed 4BN in positions, representing 109% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/09 to 12/31/17. The fund's latest filing disclosed 4BN in positions, representing 109% of the manager's regulatory AUM.
SCHARF INVESTMENTS StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
SCHARF INVESTMENTS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.66% | Tech | 8.85% | 0.56% | 0 | 44% | ||
| ORCL | 5.82% | Tech | -1.57% | -0.11% | 0 | 24% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
SCHARF INVESTMENTS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeffrey R. Scharf | Managing Member & Chairman | January-1983 |
| Jason A. Marcus | Chief Compliance Officer | November-2010 |
| Brian A. Krawez | Member & President | July-2007 |
SCHARF INVESTMENTS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SCHARF INVESTMENTS Investment Strategy
Item 8. Methods of Analysis, Investment Strategies and Risk Of Loss
Equity Strategies
Scharf uses a proprietary variation of low-valuation investing that Scharf describes as “growth stocks at value prices” to construct a portfolios which typically consist of 25-35 stocks which, taken as a whole, have a history of relatively predictable earnings. Scharf’s preference for earning predictability and mitigation of downside risk has generally resulted in portfolios with a large cap bias. However Scharf’s proprietary screen applies across the investments spectrum as the Firm searches for compelling investments in companies large and small, foreign and domestic.
Scharf’s Multi-factor Analytical Performance (MAP) screen identifies stocks that Scharf believes have appreciation potential of at least 30-40% over the next 12-24 months due to the exponential interaction or improved valuations applied to rising per share earnings, cash flo...
Unlock Full Investment Process Description
Equity Strategies
Scharf uses a proprietary variation of low-valuation investing that Scharf describes as “growth stocks at value prices” to construct a portfolios which typically consist of 25-35 stocks which, taken as a whole, have a history of relatively predictable earnings. Scharf’s preference for earning predictability and mitigation of downside risk has generally resulted in portfolios with a large cap bias. However Scharf’s proprietary screen applies across the investments spectrum as the Firm searches for compelling investments in companies large and small, foreign and domestic.
Scharf’s Multi-factor Analytical Performance (MAP) screen identifies stocks that Scharf believes have appreciation potential of at least 30-40% over the next 12-24 months due to the exponential interaction or improved valuations applied to rising per share earnings, cash flo...
Unlock Full Investment Process Description
SCHARF INVESTMENTS Portfolio Concentration
SCHARF INVESTMENTS Location
5619 SCOTTS VALLEY DR, SUITE 140
SCOTTS VALLEY, California
UNITED STATES, 95066-3453
SCOTTS VALLEY, California
UNITED STATES, 95066-3453
SCHARF INVESTMENTS Contact Information
Phone Number: 831-429-6513
Fax Number: 831-429-5216
Website: http://scharfinvestments.com
Fax Number: 831-429-5216
Website: http://scharfinvestments.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here