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.

iM Global Partner

Scharf Investments, LLC

Last week, Nvidia reported earnings that propelled the AI-chipmaker to add $277 billion in stock market value, Wall Street's largest ever daily gain. The company also briefly traded above $2 trillion in market valuation for the first time.

And while it often helps propel other Big Tech shares, Eric Lynch, managing director at Scharf Investments, says investors need to separate Nvidia from other companies when it comes to AI mania.

“What I mean by that is Nvidia is generating massive improvements in profits and revenue year-over-year, but the rest of the IT market’s really not growing. The S&P 500’s IT sector in 2023, the aggregate revenue grew just 2%. Accenture, which is the global leading IT integrator and consultancy, basically gave guidance for the first quarter of ‘24 as only kind of flat revenue year-over-year.”

Snowflake and Salesforce also released disappointing guidance in the last day or so. Has the Mag 7 now become the Mag 1?

Thanks Lisa Bernhard and Reuters TV for a great conversation.

https://lnkd.in/gAdxdnhr

Discussions in the link above include forward-looking assumptions and opinions by Scharf Investments and there is no guarantee that the recommendations will be profitable. Investments include risk of loss. The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The viewer should not assume that an investment in the securities identified was or will be profitable.

#activemanagement #valueinvesting #quality #defensive #boring493

While many investors are experiencing AI mania and chasing after the big tech names of the Mag 7, the “Oracle of Omaha” has shown us once again that a disciplined approach to investing in quality companies can result in significant returns. Specifically, Warren Buffett revealed in his annual Berkshire Hathaway shareholder letter that the company’s investments in five Japanese trading companies dramatically outperformed the S&P 500 Index since August 2020. “He’s made a fortune in those names,” said Eric Lynch, managing director and portfolio manager at Scharf Investments, in a recent Wall Street Journal article. “They’ve wildly exceeded the S&P 500.”

Our portfolios have benefited from these investments as we have been long-time investors in Berkshire Hathaway stock and we also believe in the compelling investment opportunities that quality Japanese companies can offer.

https://lnkd.in/gvFAhpqz

The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable.

#activemanagement #valueinvesting #quality #japan #warrenbuffett

Thank you to all who joined us for the family concert led by Maestro Daniel Stewart who conducted the symphony of the Carnival of the Animals by French composer Camille Saint-Saens this past Sunday. Scharf Investments is proud to be a continued sponsor of the Santa Cruz Symphony! To learn more, visit https://lnkd.in/gWYay8wi. Debbie Robinson Santa Cruz Symphony

Scharf Investments was proud to sponsor Fans Fest 2024 this past Saturday. President Brian Krawez joined the energetic crowd to celebrate the rich sports legacy of Oakland and the East Bay as well as pay tribute to local small businesses. “Fans Fest was a huge success with a fantastic atmosphere filled with die-hard fans and a strong sense of community.” Learn more at https://fansfest.info/. Brian Krawez, CFA Oakland Athletics


We were happy to join the Sempervirens Fund at the San Jose Sharks game this Saturday. Sempervirens was recognized as the non-profit of the game! Scharf Investments is proud to be a continued sponsor of this organization that works to protect and preserve the redwood forests and the scenic features of the Santa Cruz Mountains. To get involved in this cause, visit https://sempervirens.org/. Brian Krawez, CFA, Sempervirens Fund


One of the appealing aspects of the Japanese market is the ongoing improvement in corporate governance and, therefore, the improvement on returns on capital and profit margins for Japanese companies. With a higher-for-longer interest-rate environment in the U.S., the Yen could remain weak, which could potentially be a benefit to Japanese companies with revenue generated from overseas. Eric Lynch, managing director at Scharf Investments, shared these thoughts and more with Mandy Drury on CNBC Asia’s “Squawk Box” program. He also discussed why we believe that Sony is an attractive investment opportunity. Beyond gaming, Sony experienced 10% earnings growth in the last year and, with their extensive music catalog, a significant portion of their operating profit is coming from the demand in streaming music.
 
Thanks Amanda Drury and CNBC for a great conversation.
 
https://lnkd.in/gCrZdUj2
 
Discussions in the link above include forward-looking assumptions and opinions by Scharf Investments and there is no guarantee that the recommendations will be profitable. Investments include risk of loss. The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The viewer should not assume that an investment in the securities identified was or will be profitable.
 
#activemanagement #valueinvesting #quality #global #japan

Fidelity Investments is a multinational financial services corporation that offers a wide range of investment management services, including mutual funds, retirement planning, wealth management, and more.

Fidelity Investments

Vanguard is one of the world's largest investment companies, offering a large selection of low-cost mutual funds, ETFs, advice, and related services.

Vanguard

Scharf Investments is an investment management firm that specializes in providing personalized investment strategies and wealth management services to individuals, families, and institutions. The firm emphasizes a value-oriented approach to investing, focusing on long-term capital appreciation with a strong emphasis on risk management.

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