|16450 Los Gatos Blvd, Suite 207 , Los Gatos, CA 95032|
|Fund Manager||Brian Krawez|
|Manager Tenure||5 Years 9 Months|
The Scharf Alpha Opportunity Fund (the â€œAlpha Opportunity Fundâ€ or the â€œFundâ€) seeks long-term capital appreciation and to provide returns above inflation while exposing investors to less volatility than typical equity investments. Under normal market conditions, the Alpha Opportunity Fund primarily invests in equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term. Equity securities in which the Fund may invest include, but are not limited to, common and preferred stock of companies of all size market capitalizations, rights and warrants.
|Asset Type||% Of Allocation|
|Total Net Assets||6.86 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$5000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|BRK.B||BERKSHIRE HATHAWAY INC CL B||6.10%|
|AAP||ADVANCE AUTO PARTS||4.69%|
|CVS||CVS CAREMARK CORP||4.59%|
|KSU||KANSAS CITY SOUTHERN||4.33%|
|LMT||LOCKHEED MARTIN CORP||4.09%|
Join the Action Alerts PLUS Community today!
Amazon's Whole Foods Market is ending free deliveries for Amazon Prime members, as it will add a $9.95 service fee beginning in October.
Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.
See the latest news for the top stocks in the electric vehicle space including Tesla, Ford, General Motors, Li Auto and more.