Manager investment is an area of strength for the firm. Over 75% of the firm's assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. Scharf Investments has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers over the past five years. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Scharf Investments's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.
Scharf Investments earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive industry.
United States