Scharf ETF

Scharf ETF is an actively managed equity ETF that seeks long-term capital appreciation by investing in a concentrated portfolio of companies the adviser believes offer attractive upside with limited downside risk. The fund primarily focuses on equity securities selected through fundamental research, with an emphasis on low valuations, durable earnings power, cash flow generation, and strong business fundamentals. Its portfolio may include large- and mid-cap stocks across sectors such as healthcare, financials, technology, industrials, energy, and consumer-related industries, along with selective exposure to foreign markets when appropriate. Scharf ETF is designed for investors seeking a disciplined, research-driven approach to public equities, with flexibility to hold cash or short-term instruments when market opportunities are less compelling. By combining active security selection with broad sector diversification, Scharf ETF plays a role as a core or satellite equity allocation within diversified portfolios.