KAT and GKAT Leap into Market with approximately $890 Million, Largest Active Equity ETF Launch of 2025
Scharf ETF (NASDAQ:KAT) and Scharf Global Opportunity ETF (NASDAQ:GKAT) have successfully launched on NASDAQ, marking the largest active equity ETF launch of 2025 with combined assets of $890 million. KAT debuted with $770 million in assets, while GKAT launched with $120 million.
These ETFs represent the conversion of Scharf's flagship mutual fund strategies, offering institutional-scale value investing with enhanced benefits including tax efficiency, transparency, and intraday liquidity. The launch builds on Scharf's 40-year track record of disciplined value investing, focusing on capital preservation and long-term compounding as an alternative to growth-heavy portfolios.
Scharf ETF (NASDAQ:KAT) e Scharf Global Opportunity ETF (NASDAQ:GKAT) sono stati lanciati con successo sul NASDAQ, segnando il più grande lancio di ETF azionari attivi del 2025 con asset complessivi pari a $890 million. KAT ha debuttato con $770 million di asset, mentre GKAT ha avviato le contrattazioni con $120 million.
Questi ETF rappresentano la conversione delle strategie di fondo comune di punta di Scharf, offrendo investimento value su scala istituzionale con vantaggi aggiuntivi, tra cui efficienza fiscale, trasparenza e liquidità intraday. Il lancio si basa sui 40 anni di track record di Scharf nella gestione value disciplinata, con un focus sulla preservazione del capitale e sul rendimento composto a lungo termine come alternativa ai portafogli orientati alla crescita.
Scharf ETF (NASDAQ:KAT) y Scharf Global Opportunity ETF (NASDAQ:GKAT) se han estrenado con éxito en el NASDAQ, marcando el mayor lanzamiento de ETF de renta variable activa de 2025 con activos combinados de $890 million. KAT debutó con $770 million en activos, mientras que GKAT inició con $120 million.
Estos ETF representan la conversión de las estrategias de fondos mutuos principales de Scharf, ofreciendo inversión value a escala institucional con beneficios añadidos como eficiencia fiscal, transparencia y liquidez intradiaria. El lanzamiento se apoya en los 40 años de trayectoria de Scharf en value disciplinado, centrado en la preservación del capital y la capitalización a largo plazo como alternativa a carteras con fuerte sesgo de crecimiento.
Scharf ETF (NASDAQ:KAT)와 Scharf Global Opportunity ETF (NASDAQ:GKAT)가 NASDAQ에 성공적으로 상장되어, 총 자산 $890 million으로 2025년 최대 액티브 주식 ETF 출시를 기록했습니다. KAT는 $770 million으로 데뷔했고, GKAT는 $120 million으로 출범했습니다.
이들 ETF는 Scharf의 핵심 뮤추얼펀드 전략을 ETF로 전환한 것으로, 기관 규모의 가치투자에 세제 효율성, 투명성, 당일 거래 가능성 등 향상된 혜택을 제공합니다. 이번 출시는 자본 보전과 장기 복리 성장을 중시하는 Scharf의 40년간의 엄격한 가치투자 실적을 바탕으로, 성장 중심 포트폴리오에 대한 대안으로 자리잡습니다.
Scharf ETF (NASDAQ:KAT) et Scharf Global Opportunity ETF (NASDAQ:GKAT) ont été lancés avec succès sur le NASDAQ, constituant le plus important lancement d'ETF actions actifs de 2025 avec des actifs combinés de $890 million. KAT a débuté avec $770 million d'actifs, tandis que GKAT a été lancé avec $120 million.
Ces ETF représentent la conversion des stratégies phares de fonds communs de Scharf, offrant un investissement value à l'échelle institutionnelle avec des avantages renforcés tels que l'efficacité fiscale, la transparence et la liquidité intrajournalière. Ce lancement s'appuie sur les 40 ans de performance de Scharf en matière d'investissement value discipliné, axé sur la préservation du capital et la capitalisation à long terme comme alternative aux portefeuilles axés sur la croissance.
Scharf ETF (NASDAQ:KAT) und Scharf Global Opportunity ETF (NASDAQ:GKAT) sind erfolgreich an der NASDAQ gestartet und markieren mit kombinierten Vermögenswerten von $890 million den größten aktiven Aktien-ETF-Launch des Jahres 2025. KAT debütierte mit $770 million, GKAT startete mit $120 million.
Diese ETFs stellen die Umwandlung von Scharfs führenden Investmentfondsstrategien dar und bieten wertorientierte Anlagen in institutionellem Umfang mit zusätzlichen Vorteilen wie Steueroptimierung, Transparenz und Intraday-Liquidität. Der Launch baut auf Scharfs 40-jähriger Erfolgsbilanz disziplinierten Value-Investings auf und setzt den Schwerpunkt auf Kapitalerhalt und langfristiges Wachstum als Alternative zu wachstumsorientierten Portfolios.
- Combined launch assets of $890 million, making it the largest active equity ETF launch of 2025
- Conversion offers enhanced benefits including tax efficiency, transparency, and intraday liquidity
- Builds on established 40-year track record of value investing expertise
- Provides alternative to growth-heavy market exposure through disciplined value approach
- Entering a market with high concentration in mega-cap growth stocks
- New ETF structure may face initial market adoption challenges
Scharf Converts Flagship Mutual Funds into ETFs, Extending Firm's Over 40-Year Track Record of Value Investing
"We are thrilled with the strong investor demand for both ETFs," said Jason Marcus, Chief Operating Officer. "Launching with this scale showcases immediate market recognition of our value-driven strategies ability to deliver risk-aware alternatives to the growth-heavy exposures dominating portfolios today."
KAT and GKAT transform Scharf's flagship mutual fund strategies into ETFs, offering institutional-scale value investing along with the benefits of tax efficiency, transparency, and intraday liquidity. Scharf has earned its reputation not by following growth trends, but through disciplined value investing focused on capital preservation and long-term compounding.
"Investors do not have to pay astronomical prices to own strong businesses if they are willing to look in the right places," said Brian Krawez, President and Lead Portfolio Manager. "With record market concentration in mega-cap growth stocks, KAT and GKAT offer investors something different: a disciplined value approach supported by Scharf's more than 40-year history."
For more information, visit www.scharfetfs.com.
About Scharf Investments: Founded in 1983 and headquartered in
Media Contact:
Barry Schwartz
917-836-8142
barry@schwartzpr.com
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Funds, please call 800-617-0004 or visit our website at www.scharfetfs.com. Read the prospectus carefully before investing.
Investing involves risk. Principal loss is possible. The Adviser may use proprietary models in identifying, evaluating and selecting securities for the Funds, and to weight the portfolio. These models generally use technology and software and rely on both internally developed data as well as third-party data. Investments in foreign currencies and foreign issuers are subject to additional risks, including political and economic risks, greater volatility, civil conflicts and war, sanctions or other measures by
Because the Funds are "non-diversified," it may invest a greater percentage of its assets in the securities of a single issuer or a smaller number of issuers than if it was a diversified fund. As a result, a decline in the value of an investment in a single issuer or a smaller number of issuers. Fixed-income securities that are rated below investment grade (i.e., "junk bonds") are subject to additional risk factors due to the speculative nature of these securities, such as increased possibility of default liquidation of the security, and changes in value based on public perception of the issuer.
Municipal securities rely on the creditworthiness or revenue production of their issuers or auxiliary credit enhancement features. Asset-backed securities are subject to certain risks including prepayment and call risks. In addition to the general risks associated with fixed-income securities as described above, the structure of certain mortgage-backed securities may make their reaction to interest rates and other factors difficult to predict, which may cause their prices to be more volatile than other fixed-income securities.
ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF's shares may trade at a premium or discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact an ETF's ability to sell its shares. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.
The Scharf ETFs are distributed by Quasar Distributors, LLC.
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SOURCE Scharf Investments
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