Scharf Investments, LLC
Aidan Kastenberg, CFA, is a seasoned finance professional currently serving as a Senior Equity Research Associate at Scharf Investments, LLC since November 2021. Prior to this role, Aidan held multiple positions at Beacon Pointe from November 2018 to October 2021, including Manager of Institutional Consulting and Senior Investment Analyst. Aidan's career began with an internship as a Private Equity Analyst at M3 (Cubed) Capital Partners from September to June 2018, followed by a Wealth Management Internship at Gideon Strategic Partners during the summer of 2017. Aidan holds a Bachelor's Degree in Finance and Sports Business, with a minor in Economics, from the University of Oregon Lundquist College of Business, completed in 2018.
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Scharf Investments, LLC
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.