Scharf ETFs Soar with $890 Million Launch in 2025 Market

Scharf Investments Launches KAT and GKAT ETFs
Scharf Investments is making significant waves in the investment world with the recent launch of its two Exchange-Traded Funds (ETFs), the Scharf ETF (KAT) and the Scharf Global Opportunity ETF (GKAT). These ETFs debuted on the NASDAQ with a remarkable $890 million in assets, marking one of the largest active equity ETF launches of the year.
Transforming Mutual Funds into ETFs
This strategic move to convert flagship mutual funds into ETFs exemplifies Scharf's commitment to providing innovative investment solutions. By offering these funds, Scharf extends its renowned 40-year track record of value investing into the ETF space, allowing investors access to a disciplined approach centered on capital preservation and long-term growth.
Strong Investor Demand
Following the launch, Jason Marcus, Chief Operating Officer of Scharf Investments, expressed excitement over the overwhelming investor demand for both KAT and GKAT. "The substantial initial capital showcases market recognition of our value-driven strategies and their capability to provide risk-aware alternatives in a landscape heavily focused on growth," he stated.
Benefits of KAT and GKAT
The introduction of KAT and GKAT brings several advantages to investors. These ETFs enable institutional-scale value investing while promoting tax efficiency, transparency, and the ability to trade throughout the day. Unlike many investment strategies that chase growth trends, Scharf focuses on value investing, emphasizing disciplined management and strategic decision-making in stock selection.
Value Investing Philosophy
Brian Krawez, President and Lead Portfolio Manager, noted, "Investors do not need to spend exorbitant amounts to acquire strong, quality businesses, but rather, they can achieve this by seeking opportunities in less competitive segments of the market." With a notable concentration of assets in leading growth stocks, KAT and GKAT are designed to diversify portfolios by introducing a disciplined value approach backed by over 40 years of investment expertise.
About Scharf Investments
Founded in 1983, Scharf Investments has built a reputation for delivering strong risk-adjusted returns through its Quality Value approach. This investment philosophy focuses on acquiring high-quality companies at substantial discounts. The firm prioritizes capital preservation, ensuring that clients experience consistent performance across different market conditions.
Investor Information
For those interested, further information about the new ETFs can be found on Scharf's official website.
Frequently Asked Questions
What are KAT and GKAT ETFs?
KAT is the Scharf ETF and GKAT is the Scharf Global Opportunity ETF launched by Scharf Investments, focusing on value investing.
How much did KAT and GKAT raise in their launch?
Combined, KAT and GKAT raised approximately $890 million, making it one of the largest launches in recent history.
What is the investment philosophy of Scharf Investments?
Scharf Investments emphasizes a Quality Value approach, investing in high-quality firms at favorable prices.
Why should investors consider KAT and GKAT?
These ETFs offer tax efficiency, transparency, and intraday liquidity along with a focus on disciplined value investing.
Who can investors contact for more information on the ETFs?
For inquiries, you can contact Barry Schwartz with the provided media details, giving investors a line to seek further information.
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