Scharf Investments

Investment Bank/Securities Brokerage - Scotts Valley, CA, US

Scharf Investments Employees
Aaron Miller

Client Portfolio Manager

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Bruce Hoffmann

Head of Marketing and Business Development

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Jason Marcus

Chief Operating Officer & Chief Compliance Officer

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Eric Lynch

Managing Director, Investment Commitee

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Jerry CFA

Senior Investment Analyst

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Scharf Investments Senior Management
Jason Marcus

Chief Operating Officer & Chief Compliance Officer

Contact Jason Marcus

Eric Lynch

Managing Director, Investment Commitee

Contact Eric Lynch

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Scharf Investments Details

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.

Scharf Investments logo, Scharf Investments contact details
Employees: 20 - 49
HQ: 831-429-6513
Location: Scotts Valley, CA, US
Revenue: 10 - 20 Million
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