Description: 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.
Home Page: www.boulderfunds.net/bif-fundobjective.php
STEW Technical Analysis
1290 Broadway
Denver,
CO
80203
United States
Phone:
303 623 2577
Officers
| Name | Title |
|---|---|
| Mr. Brendon J. Fischer CFA | Portfolio Mang. |
Exchange: NYSE
Country: US
Currency: US Dollar ($)
| Forward PE: | 0 |
|---|---|
| Trailing PE: | 31.0238 |
| Price-to-Book MRQ: | 0.7972 |
| Price-to-Sales TTM: | 42.0671 |
| IPO Date: | 2022-04-04 |
| Fiscal Year End: | November |
| Full Time Employees: | 0 |