Scharf Investments

Overview

Established in 1983, Scharf Investments is an independent, employee-controlled global asset and wealth management firm headquartered in Los Gatos, California. The firm specializes in quality value investing, focusing on identifying high-quality companies with sustainable earnings that can mitigate downside risk and outperform over the course of a market cycle. Scharf Investments offers a range of investment strategies, including U.S. and global equity portfolios, as well as alternative investments, catering to individual and institutional clients seeking prudent capital growth. The firm's investment approach emphasizes downside risk management as the cornerstone of successful long-term investing. Scharf Investments employs a proprietary Multi-factor Analytical Performance (MAP) screen to identify securities with significant appreciation potential and minimal downside risk. This disciplined process results in concentrated portfolios that are benchmark agnostic, allowing the firm to invest in companies across various market capitalizations and geographies. The firm's strategies are designed to reduce volatility and preserve capital, enabling clients to achieve their financial goals over full market cycles. With a team of experienced professionals averaging 27 years of investment experience, Scharf Investments manages approximately $4.2 billion in assets as of December 31, 2025. The firm's commitment to quality value investing and downside risk management has attracted a diverse client base, including individuals, family offices, corporations, endowments, and foundations. Scharf Investments' long-term perspective and disciplined investment process have contributed to its reputation as a trusted partner in wealth and asset management.