Scharf Global Opportunity ETF
GKAT
NASDAQ Global Select- -
USD
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- -
Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 14 Pacific Drive San Rafael CA United States of America 94901
- IPO Date
- Aug 25, 2025
- Website
- scharfetfs.com
- Similar Companies
- Business
- Scharf Global Opportunity ETF (GKAT) is an actively managed exchange-traded fund that primarily invests in U.S. and non-U.S. equity securities selected for their significantly greater long-term appreciation potential relative to downside risk; it employs a bottom-up fundamental research process targeting low valuations, quality characteristics, time arbitrage opportunities, and negative sentiment cycles; GKAT maintains a concentrated portfolio of 25-40 highest-conviction holdings to pursue strong risk-adjusted returns through defensive value exposure and alpha generation. The fund lists on the NASDAQ Global Select Market under ticker GKAT with CUSIP 00770X212 and an expense ratio of 0.59%; it benchmarks against the MSCI ACWI Net Dividend index and targets institutional and retail investors seeking global value alternatives to growth-heavy strategies. Originally launched as a mutual fund on October 14, 2014, GKAT converted from the Scharf Global Opportunity Fund predecessor via a Section 351 exchange in August 2025, marking part of Scharf Investments' largest active equity ETF launch of the year with combined assets of approximately $890 million across GKAT ($120-142 million) and companion Scharf ETF (KAT); this reorganization shifted from a diversified mutual fund structure to a non-diversified ETF, enhancing tax efficiency, transparency, and intraday liquidity while adopting the predecessor's performance history. Scharf Investments, the fund's adviser and an independent employee-controlled firm founded in 1983, is headquartered at 16450 Los Gatos Boulevard, Suite 207, Los Gatos, California; the firm oversees about $4.5 billion in total assets with over 40 years of value investing expertise focused on capital preservation. GKAT operates globally with holdings such as Brookfield, serving diversified investor portfolios without noted subsidiaries or parent relationships beyond distributor Quasar Distributors, LLC.