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 $5 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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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.


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

The Scharf Balanced Opportunity Fund

The Scharf Global Opportunity Fund

The Scharf Alpha Opportunity Fund

No-load, open-ended mutual funds


5 Star-Rated*

* Scharf Investments Balanced Overall 5 Star Rating as of September 30, 2017. See the Performance section for details.