Scharf Investments
Scharf ETF
Scharf Fund seeks long-term capital appreciation
Investment Overview
The Scharf ETF (KAT) uses a bottom-up, value-oriented approach to invest in quality companies trading at a significant discount to fair value. The portfolio is concentrated in 25–35 high-conviction ideas across market caps and geographies, with a focus on low valuation ratios to enhance long-term returns and reduce downside risk. The fund maintains a long-term investment horizon, aiming to capitalize on opportunities over a full market cycle while keeping turnover and volatility relatively low.
High-Conviction Portfolio
Concentrated in 25–35 best ideas for enhanced risk/reward potential.
Value-Driven Selection
Focus on quality companies trading at significant discounts to fair value.
Long-Term, Low-Turnover Approach
Designed to capture opportunities over full market cycles
Why KAT?
Low Valuation
Discount to Fair Value
Investment Flexibility
Focus
Fund Details
Scharf Investments
Scharf Investments is an independent registered investment advisor dedicated to providing the highest quality investment advisory services. With over 30 years of investment experience, the firm has employed a consistent investment approach since 1983 and maintains a limited number of portfolios, favoring quality over quantity. By aligning the interests of employees with those of clients, we believe that Scharf Investments is distinctly positioned to deliver long-term value.
Investment Team
Brian Krawez
Investment Committee Chairman
info@scharfinvestments.com
Eric Lynch
Advisory Committee Chairman
info@scharfinvestments.com
Fund Documents
Important Disclosures
Past performance is no guarantee of future results. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
This material is for informational purposes only and should not be construed as investment advice. Before investing, consider the fund's investment objectives, risks, charges, and expenses. This and other information can be found in the fund's prospectus, which may be obtained from your financial advisor.
Investments in ETFs are subject to market risk, including the possible loss of principal. ETF shares may trade above or below their net asset value. This difference in price may be due to market conditions and other factors.