Advisors Series Trust - Scharf Alpha Opportunity Fund (HEDJX)
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Advisors Series Trust - Scharf Alpha Opportunity Fund
Advisors Series Trust(Scharf)
615 East Michigan Street
Milwaukee, Wisconsin 53202
866-572-4273
Management information
Brian A. Krawez,Lead manager since 30 December 2015
Mr. Krawez began his career more than 20 years ago with Smith Barney in San Francisco and later moved to their investment banking division in New York City where he was ranked as a top-rated analyst focusing on health care. Prior to joining Scharf Investments, Mr. Krawez was a Partner and head of research for Belden and Associates Investment Counsel where he managed a successful large blend portfolio. He has also held research analyst positions at Dodge & Cox, Telegraph Hill Investment Counsel, and SC Fundamental, a successful value oriented hedge fund. Mr. Krawez earned both a BS with honors in Business Administration and an MBA from the Haas School of Business at the University of California, Berkeley. While at UC Berkeley he worked for Professor Yellen, the current Chair of the Board of Governors of the Federal Reserve. Mr. Krawez is a CFA® charterholder and a member of the Security Analysts of San Francisco.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLong-Short Equity
Fund familyScharf Investments
Net assets6.41M
YTD return6.38%
Yield0.08%
Morningstar rating★★
Inception date30 Dec 2015
Fund operations
Last dividend0.02
Last cap gain0.00
Holdings turnover30.86%
Average for categoryN/A
Fees and expenses
ExpenseHEDJXCategory average
Annual report expense ratio (net)1.99%1.92%
Prospectus net expense ratio1.99%N/A
Prospectus gross expense ratio3.40%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.33%
Max deferred sales loadN/A1.14%
3-yr expense projection914N/A
5-yr expense projection1,648N/A
10-yr expense projection3,590N/A
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