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Eric Lynch is a Managing Director and an investment committee member. Lynch is a primary analyst on companies in the Core portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. He holds responsibility for new idea generation, research, analysis and valuation. Lynch also presents recommendations to the investment committee. Before joining Scharf Investments in , Mr. Prior to founding Lynch Capital Management, he was co-chief operating officer, research analyst and portfolio manager at Polen Capital Management, a top-performing money manager.
Previously, Mr. Lynch spent several years as a management consultant to Fortune companies with Accenture and Price Waterhouse-Japan. Lynch graduated magna cum laude from John Carroll University with a Bachelor of Arts in economics and a concentration in Japanese. John Almazan holds a dual role at Scharf Investments, providing both operational and administrative support to the firm.
As an Institutional Associate, he assists with institutional business including servicing and marketing requests, attribution analysis, and portfolio reviews covering current performance and future outlook. As a Research Associate, he conducts initial due diligence on companies and provides supporting research on companies for senior analysts.
He also assists with earnings reports, financial modeling, and formal investment recommendation presentations. Almazan earned a Bachelor of Arts in applied mathematics from the University of California at Berkeley. He is also a CFA charterholder. Almazan shares his financial expertise by volunteering to teach financial literacy. For recreation, he spends time boxing and repairing old cars.
His duties include servicing and marketing requests, attribution analysis, and portfolio reviews covering current performance and future outlook. Kanagawa also provides research support. Kanagawa earned a Bachelor of Arts in business management economics with a minor in technology information management from the University of California at Santa Cruz. Kanagawa enjoys staying active, working out, and is an avid sports enthusiast. He likes watching football and basketball, and is a die-hard New York Jets fan.
He is responsible for on-going portfolio and research data projects. He also assists the institutional team with servicing and marketing requests. He holds a Bachelor of Arts degree in Economics. Wu stays active in his spare time. He is an avid tennis player and enjoys working out. He has finished The Lord of the Rings trilogy marathon five times. She takes care of all client service needs and assists in office organization and management tasks.
She is new to the Bay Area, and prior to her move she served in many administrative rolls in her hometown of Holland, MI. Her talents are not limited as she is a great sewer, painter, gardener and carpenter. If you are around her house, she is guaranteed to be in the middle of a project. He began his career more than 20 years ago with Smith Barney in San Francisco. He later moved to their investment banking division in New York City, where he was ranked as a top-rated analyst focused on health care.
Prior to joining Scharf Investments in , Mr. Krawez was a partner and head of research for Belden and Associates Investment Counsel, managing a successful Large Blend portfolio. A true investment prodigy, Mr. Krawez started trading currencies in 3 rd grade and attended his first shareholder meeting at age eight.
He is a primary analyst for companies in the Core portfolio, co-PM of the Hedged portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. He heads the trading team, and provides operations support. Houston is also responsible for new idea generation, research, analysis and valuation. He presents recommendations to the investment committee, and coordinates with the trading team and the Portfolio Manager on large portfolio moves.
Houston enjoys playing outside with his daughter. He is also a basketball player and swimmer. Jerry Beyke holds the position of Senior Research Analyst and is an investment committee member. He is a primary analyst on companies in the Core portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. He is responsible for new idea generation, research, analysis and valuation. Beyke also presents recommendations to the investment committee. Beyke was a vice president and portfolio manager at Carson Feltz and First Commerce Investors, where he managed value oriented equity portfolios in discretionary accounts and a commingled fund.
He also ran a successful Limited Partnership, Beyke Partners, as general partner and portfolio manager. Beyke has more than 20 years of financial services experience. He holds a Chartered Financial Analyst designation, and has been a member of the Association for Investment Management and Research since Originally from Omaha, Mr. Beyke admires Warren Buffet and owns a collection of hundreds of investment books.
Warren has responsibility for conducting due diligence and provides supporting research for senior analysts. He assists with ongoing analysis, financial modeling, and formal investment recommendations. Warren joined Scharf Investments in , after graduating with first class honors from the University of Warwick. Warren enjoys working out and yoga.
He also likes reading, travelling, and exploring the Bay Area. From England, Mr. He is responsible for all operational, administrative, legal, and compliance facets of the company. Marcus is also involved in business development and strategy. Marcus worked for Fairholme Capital Management as the operations and compliance manager. Learn more about how our customized services can work to grow your capital in a judicious way.
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