Scharf ETF

Scharf ETF is an actively managed exchange-traded fund with a primary goal of achieving long-term capital appreciation. The fund benchmarks its performance against both the S&P 500 Index and the Russell 1000 Value Total Return Index, emphasizing a disciplined, value-oriented investment strategy. Notably, it follows a bottom-up approach, focusing on identifying quality companies trading at significant discounts to their intrinsic value, and typically maintains a three-to-five year investment horizon for its holdings. Scharf ETF debuted in 2025 with approximately $770 million in assets, marking it as the largest active domestic equity ETF launch for the year. Backed by decades of value investing experience, Scharf ETF plays a significant role in the market as a liquid, scalable vehicle for investors seeking a time-tested, actively managed value equity strategy within the ETF format. Its broad mandates offer exposure to a diversified basket of U.S. equities, with an expense ratio designed to reflect the fund’s active management approach.