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

Eric Lynch

Owen Warren

Jason Uchi

Gabe Houston

Aidan Kastenberg

Jordan Corey

Bruce Hoffmann

Debbie McCarroll

Brian Krawez

Cameron Cavalin

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

Investment Analysis

Leadership Team

Operations Team

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Team members

Other teams at Scharf Investments, LLC

Investment Analysis

Leadership Team