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SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified industries. The fund primarily invests in dividend paying value stocks of companies across all capitalizations, as well as in fixed income securities issued by companies. It employs both fundamental and quantitative analysis with a bottom-up security picking approach, focusing on such factors as defensible businesses with solid financial positions and strong operating track records to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Composite Index. SRH Total Return Fund, Inc. was formed on December 7, 1972 and is domiciled in the United States.
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SRH Total Return Fund is a concentrated equity fund with heavy bets on Berkshire Hathaway and other value-oriented stocks. The fund has underperformed mightily in recent months, primarily due to a wi...
DENVER, CO / ACCESSWIRE / May 9, 2024 / SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund") announced the declaration of a quarterly distribution of $0.1375 per share to occur in July 2024. This dist...
Statement Pursuant to Section 19(a) of the Investment Company Act of 1940 DENVER, CO / ACCESSWIRE / April 30, 2024 / On April 30, 2024, SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund"), a closed-e...
Closed-end funds (CEFs) are incredible wealth generators, combining huge (8%+, in many cases) dividends, with the potential for stock-like price gains....
The SRH Total Return Fund remains heavily invested in Berkshire Hathaway and runs a concentrated portfolio overall....
DENVER, CO / ACCESSWIRE / February 8, 2024 / SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund") announced the declaration of a quarterly distribution of $0.1375 per share to occur in April 2024. Thi...
Statement Pursuant to Section 19(a) of the Investment Company Act of 1940 DENVER, CO / ACCESSWIRE / January 31, 2024 / On January 31, 2024, SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund"), a clos...
The SRH Total Return Fund, Inc has a disappointing current yield of 3.97%, lower than most closed-end funds and cash in a money market fund. The STEW closed-end fund's share price has consistently tra...
SRH TOTAL RETURN FUND, INC. INCREASES ITS QUARTERLY DISTRIBUTION BY 10% TO $0.1375 PER SHARE DENVER, CO / ACCESSWIRE / November 7, 2023 / SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund") is please...
