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STEW stock logo

STEW

SRH Total Return Fund, Inc.

$18.19
-0.08
 (-0.43%)
Exchange:  
Market Cap:   1.755B
Shares Outstanding:   98.271M
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About The Company

Sector:  Financial Services
Industry:  Asset Management
   
CEO:  Joel W. Looney CFP
Full Time Employees: 
Address: 
1290 Broadway
Denver
CO
80203
US
Website:  https://www.boulderfunds.net/bif-fundobjective.php
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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Relevant news

31-10-2025 09:20
SRH Total Return Fund, Inc. Section 19a Notice
24-09-2025 02:24
STEW: Tax-Efficient Dividends At An Attractive Valuation
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