Scharf Investments, LLC
Thad H. is a seasoned Wealth Advisor and ESG Analyst at Scharf Investments, LLC, since November 2020, where the focus is on delivering measurable value to various clients including individuals and institutions with a strong emphasis on valuation and long-term investment strategies. Previously, Thad served as a Financial Advisor at RBC Wealth Management, Tax & Financial Group, and Morgan Stanley, accumulating extensive experience in financial advisory roles. Earlier career experience includes editorial and production responsibilities at Straight Talk Productions and teaching English at EF English First. Thad holds a Master of Science in Corporate & Sustainable Finance from KEDGE Business School, along with a Bachelor of Science in Economics with Financial Applications and a Bachelor of Arts in Public Policy from Southern Methodist University.
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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.