Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX)
Scharf Multi-Asset Opportunity Fund Retail Class operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $40.44, up 0.02% on the session, giving a market capitalisation of $48.3M. Its beta of 0.91 implies it has historically moved less than the broad market.
The fund maintains a diversified investment strategy, distributing its capital across both equity and fixed-income assets. Typically, under standard market conditions, the portfolio allocates between 50% and 75% of its total value to stock-based investments, while concurrently committing 25% to 50% of its overall assets to bond instruments.
Scharf Multi-Asset Opportunity Fund Retail Class is most often compared with the following Financial Services names: