Value Investments Surge: Scharf Investments Introduces KAT and GKAT ETFs with $900 Million in Capital
Transformation of Mutual Funds: Scharf Investments has converted two of its long-standing mutual funds into ETFs, named the Scharf ETF (KAT) and the Scharf Global Opportunities ETF (GKAT), launching with approximately $900 million in total assets.
Investment Strategy: KAT employs a value-oriented, bottom-up investment approach, focusing on good businesses available at discounts to their intrinsic value, while GKAT applies this strategy on a global scale.
Notable Holdings: As of June, KAT's concentrated portfolio includes companies like Brookfield Corp, Fiserv Inc, McKesson Corp, Microsoft Corp, and Occidental Petroleum Corp, while GKAT has historical holdings in Franco-Nevada Corp and Heineken.
Market Positioning: With a strong investor interest and a disciplined value investing tradition spanning over 40 years, Scharf Investments aims to provide an alternative to the current market concentration in mega-cap growth stocks through its new ETFs.
Trade with 70% Backtested Accuracy
Analyst Views on GKAT
About the author
Understanding 351 Conversions: Transforming Client Portfolios into ETFs.
- Direct Indexing Popularity: Direct indexing with private accounts is gaining traction as an alternative to mutual funds and ETFs.
- Tax-Sensitive Strategy: This approach is particularly appealing to tax-sensitive investors looking to maximize tax loss harvesting in their portfolios.
"Transform Your Portfolio into ETFs with a 351 Conversion: Benefits and Drawbacks Explained."
- Direct Indexing Popularity: Direct indexing with private accounts is gaining traction as an alternative to mutual funds and ETFs.
- Tax-Sensitive Strategy: This approach is particularly appealing to tax-sensitive investors looking to maximize tax loss harvesting in their portfolios.
Value Investments Surge: Scharf Investments Introduces KAT and GKAT ETFs with $900 Million in Capital
Transformation of Mutual Funds: Scharf Investments has converted two of its long-standing mutual funds into ETFs, named the Scharf ETF (KAT) and the Scharf Global Opportunities ETF (GKAT), launching with approximately $900 million in total assets.
Investment Strategy: KAT employs a value-oriented, bottom-up investment approach, focusing on good businesses available at discounts to their intrinsic value, while GKAT applies this strategy on a global scale.
Notable Holdings: As of June, KAT's concentrated portfolio includes companies like Brookfield Corp, Fiserv Inc, McKesson Corp, Microsoft Corp, and Occidental Petroleum Corp, while GKAT has historical holdings in Franco-Nevada Corp and Heineken.
Market Positioning: With a strong investor interest and a disciplined value investing tradition spanning over 40 years, Scharf Investments aims to provide an alternative to the current market concentration in mega-cap growth stocks through its new ETFs.
Understanding 351 Conversions: Transforming Client Portfolios into ETFs.
- Direct Indexing Popularity: Direct indexing with private accounts is gaining traction as an alternative to mutual funds and ETFs.
- Tax-Sensitive Strategy: This approach is particularly appealing to tax-sensitive investors looking to maximize tax loss harvesting in their portfolios.
"Transform Your Portfolio into ETFs with a 351 Conversion: Benefits and Drawbacks Explained."
- Direct Indexing Popularity: Direct indexing with private accounts is gaining traction as an alternative to mutual funds and ETFs.
- Tax-Sensitive Strategy: This approach is particularly appealing to tax-sensitive investors looking to maximize tax loss harvesting in their portfolios.
Value Investments Surge: Scharf Investments Introduces KAT and GKAT ETFs with $900 Million in Capital
Transformation of Mutual Funds: Scharf Investments has converted two of its long-standing mutual funds into ETFs, named the Scharf ETF (KAT) and the Scharf Global Opportunities ETF (GKAT), launching with approximately $900 million in total assets.
Investment Strategy: KAT employs a value-oriented, bottom-up investment approach, focusing on good businesses available at discounts to their intrinsic value, while GKAT applies this strategy on a global scale.
Notable Holdings: As of June, KAT's concentrated portfolio includes companies like Brookfield Corp, Fiserv Inc, McKesson Corp, Microsoft Corp, and Occidental Petroleum Corp, while GKAT has historical holdings in Franco-Nevada Corp and Heineken.
Market Positioning: With a strong investor interest and a disciplined value investing tradition spanning over 40 years, Scharf Investments aims to provide an alternative to the current market concentration in mega-cap growth stocks through its new ETFs.
