We invest in the same equities we purchase for clients.

Client Communications

At Scharf Investments, we want our clients to be informed about their accounts and comfortable with their investments. We talk with clients regularly, both in person and by telephone. In addition, clients receive the following written communications:

• Trade confirmations directly from broker and/or custodian
• Monthly account statement directly from broker and/or custodian
• Quarterly account statement from Scharf Investments
• Quarterly letter exclusively for clients
• Annual written account performance evaluation
• Annual schedule of realized gains and losses (Taxable accounts only)

In addition, clients are invited to Scharf Investments’ annual meeting.