SCHARF INVESTMENTS, LLC

Overview

Scharf Investments, LLC is an equity-focused investment adviser that runs both discretionary and non-discretionary portfolios for individuals, families and institutions. The firm’s public holdings and reported SMA balances show a clear preference for exchange-traded equities and ETFs, supplemented by third‑party alternative managers. Investment activity favors concentrated public equity exposure delivered through separately managed accounts and ETF sleeves, while alternatives are used to add return diversification and potential downside mitigation. The firm also offers financial planning and portfolio management for small businesses and investment companies, and it operates as a commodity pool/CTA in addition to its advisory activities. Scharf runs a multi-product fee model that includes percentage-of-AUM fees, fixed fees and performance-based arrangements, allowing flexibility across client types. Their stated client base spans individual and family clients as well as institutional accounts, and their portfolio construction appears to blend direct equity selection with external fund allocations to hedge funds and pooled mutual fund vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices