Scharf Investments' mission is to add measurable value to client accounts over the course of a market cycle.

Founded in 1983, Scharf Investments, LLC is a Registered Investment Advisor. We manage portfolios totaling over $3 billion for individuals, retirement accounts, trusts, family offices, corporations, endowments and foundations.

 

Scharf Investments Equity vs. Market Average

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Scharf Investments Equity vs. Market Average

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Individuals

Scharf Investments has offered individuals and families value-oriented equity portfolios for their personal, retirement and trust accounts since our inception.

For more information, contact Michael Allard at 831-429-6513.

Institutions

Scharf Investments' long-term portfolio composite performance has attracted endowments, foundations, corporations, family offices and third party advisors from across the country.

For more information, contact Eric Lynch at 831-429-6513.

Mutual Fund

The Scharf Fund
A no-load, open-ended mutual fund

The Scharf Balanced Opportunity Fund
A no-load, open-ended mutual fund


www.scharffunds.com

Morningstar

5 Star-Rated*

* Scharf Investments Equity Overall 5 Star Rating as of December 31, 2012. See the Performance section for more detail.