Scharf Investments, LLC
Jordan Corey, CFA, is an experienced finance professional with a robust background in investment management and corporate finance. Currently serving as an Equity Research Analyst and Client Portfolio Manager at Scharf Investments, LLC, a $4 billion investment management firm, Jordan focuses on valuation, margin of safety, and portfolio concentration. Prior to this role, Jordan was the Chief Financial Officer at CERo Therapeutics, Inc., advancing innovative immunotherapy solutions, and held the position of Vice President of Finance and Investor Relations at Vir Biotechnology, Inc., specializing in immunotherapies for infectious diseases. Jordan's earlier experience includes roles at BMGI/Cascade Investment, where expertise in multi-asset class investments was developed, and at American Capital in valuations and portfolio monitoring. Jordan holds an MBA in Finance from the University of California, Berkeley, Haas School of Business, and a BA in Liberal Arts and Sciences from the University of Michigan.
This person is not in any offices
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.