Scharf Converts Flagship Mutual Funds into ETFs, Extending Firm's Over 40-Year Track Record of Value Investing
LOS GATOS, Calif., Aug. 26, 2025 -- Scharf ETF (Ticker: KAT) and the Scharf Global Opportunity ETF (Ticker: GKAT), began trading yesterday on NASDAQ. KAT debuted with approximately $770 million in assets, making it the largest active domestic equity ETF launch of 2025, while GKAT launched with approximately $120 million, bringing total assets at inception to approximately $890 million.
"We are thrilled with the strong investor demand for both ETFs," said Jason Marcus, Chief Operating Officer. "Launching with this scale showcases immediate market recognition of our value-driven strategies ability to deliver risk-aware alternatives to the growth-heavy exposures dominating portfolios today."
KAT and GKAT transform Scharf's flagship mutual fund strategies into ETFs, offering institutional-scale value investing along with the benefits of tax efficiency, transparency, and intraday liquidity. Scharf has earned its reputation not by following growth trends, but through disciplined value investing focused on capital preservation and long-term compounding.
"Investors do not have to pay astronomical prices to own strong businesses if they are willing to look in the right places," said Brian Krawez, President and Lead Portfolio Manager. "With record market concentration in mega-cap growth stocks, KAT and GKAT offer investors something different: a disciplined value approach supported by Scharf's more than 40-year history."
For more information, visit www.scharfetfs.com.
About Scharf Investments: Founded in 1983 and headquartered in Los Gatos, California, Scharf Investments is an independent investment firm with more than four decades of delivering strong risk-adjusted returns. Its Quality Value approach focuses on investing in high-quality companies at meaningful discounts, emphasizing capital preservation and consistent performance across market cycles.
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