LOGOX

About LOGOX

The Scharf Multi-Asset Opportunity Fund Institutional Class is an open-end mutual fund designed to achieve long-term capital appreciation and income. It employs a balanced investment strategy, allocating its portfolio across both equity securities and fixed-income instruments, which allows it to provide diversified exposure to multiple asset classes. The fund’s approach typically involves maintaining a blend wherein equity and fixed-income allocations can be adjusted depending on prevailing market conditions, generally with a tilt towards risk-adjusted returns and capital preservation for institutional investors. Notable for its focus on value and relatively low valuations, the fund may invest in companies of various sizes, including small and medium-sized enterprises, as well as both U.S. and foreign issuers. This flexibility enables it to capture opportunities across different sectors and geographies. The fund may also hold exchange-traded funds (ETFs) and other mutual funds to further diversify its holdings. With an annual dividend distribution and a history of steady returns, the Scharf Multi-Asset Opportunity Fund Institutional Class plays a significant role for institutional portfolios seeking a blend of growth and income through broad, multi-asset exposure.