Scharf Investments partners with individuals, family offices, corporations, endowments and foundations to add measurable value to client accounts over the course of a market cycle. At Scharf, we invest alongside our clients and maintain a strict focus on valuation, margin of safety, investment flexibility and long-term perspective. With a dual focus on prudent guidance and capital protection, we work to help secure our clients’ financial future. Our time-tested investment strategy reduces volatility and better preserves and grows capital over the long term. We have found over our nearly 40-year history that reducing volatility not only adds to investment returns, but also keeps clients strategically invested.

We employ our proprietary Multi-factor Analytical Performance (MAP) screen to help identify securities that we believe have significantly more appreciation potential than downside risk over the long term. Our analysts do further investigating, and only companies with the best quantitative and qualitative characteristics are chosen for client portfolios. Our rigorous methodology judges a multitude of complexities, but the end result is very simple: Your success is our success.

Visit our website to learn more about how our customized wealth and asset management solutions can work to improve your investment outcomes.

Investment Management

Scharf Investments, LLC

Scharf Investments, LLC's headquarters in Los Gatos, CA, United States

Eric Lynch

James Giblin

Aaron Miller

Ashley Y.

Thad H.

Gabe Houston

Aidan Kastenberg

Cameron Cavalin

The Investment Analysis team at Scharf Investments, LLC is responsible for identifying and evaluating investment opportunities that align with the company's strategic focus on valuation and risk management. Utilizing the proprietary Multi-factor Analytical Performance (MAP) screen, team members conduct in-depth quantitative and qualitative analyses of potential securities to determine their long-term appreciation potential and downside risk. By thoroughly researching and selecting the highest-quality investments, the team aims to create robust client portfolios that enhance capital preservation and growth over time.

Investment Analysis

The Operations Team at Scharf Investments, LLC is responsible for the seamless execution of trading and investment processes, ensuring that client transactions are carried out efficiently and effectively. This team manages daily operational tasks, including trade processing, transaction reconciliation, and performance tracking, while also implementing and maintaining systems that support the firm’s investment strategies. By leveraging their analytical expertise and operational oversight, they play a crucial role in upholding the firm's commitment to capital protection and long-term investment success.

Operations Team

The Leadership Team at Scharf Investments, LLC is responsible for setting the strategic direction of the firm, ensuring alignment with the company's investment philosophy and client-focused approach. Comprised of key executives including the President and Managing Director, this team guides decision-making on investment strategies, oversees operational execution, and fosters relationships with clients and partners to drive sustainable growth and success. Their collective expertise shapes the firm's vision, promotes a culture of prudent investment, and enhances the overall client experience.

Scharf Investments, LLC

Org chart

Teams

Investment Analysis

Operations Team

Leadership Team

Offices

Scharf Investments, LLC

Org chart

Teams

Investment Analysis

Operations Team

Leadership Team

Offices

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