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SRH Total Return Fund, Inc. STEW NYSE

NYSE • Financial Services • Asset Management • US • USD

SharesGrow Score
86/100
4/6 Pass
SharesGrow Intrinsic Value
N/A
Negative cash flow

SRH Total Return Fund, Inc. (STEW) is a publicly traded company in the Financial Services sector, operating within the Asset Management industry. The company is headquartered in Denver, CO, United States. The current CEO is Joel W. Looney.

STEW has IPO date of 1980-03-17, listed on the NYSE, a market capitalization of $1.72B.

About SRH Total Return Fund, Inc.

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.

📍 1290 Broadway, Denver, CO 80203 📞 303 623 2577
Company Details
SectorFinancial Services
IndustryAsset Management
CountryUnited States
ExchangeNYSE
CurrencyUSD
IPO Date1980-03-17
CEOJoel W. Looney
Trading Info
Current Price$17.87
Market Cap$1.72B
52-Week Range15-18.67
Beta0.88
ETFNo
ADRNo
CUSIP101507101
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