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 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 106% of the manager's regulatory AUM.

SCHARF INVESTMENTS StockAlpha

-1.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SCHARF INVESTMENTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 6.25% Financials 10.33% -0.29% 0 28%
ORCL 6.24% Tech -1.61% 0.04% 0 29%
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FEATURED IN
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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...
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SCHARF INVESTMENTS Portfolio Concentration

SCHARF INVESTMENTS Location

5619 SCOTTS VALLEY DR, SUITE 140
SCOTTS VALLEY, California
UNITED STATES, 95066-3453

SCHARF INVESTMENTS Contact Information

Phone Number: 831-429-6513
Fax Number: 831-429-5216
Website:

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