SRH Total Return Fund, Inc. (STEW)
Key Executives
Name | Title | Pay | Exercised | Year Born |
---|---|---|---|---|
Mr. Joel W. Looney CFP | Portfolio Manager, President & Chairman | 8k | -- | 1962 |
Mr. Jacob Hemmer C.F.A. | Portfolio Manager | -- | -- | -- |
SRH Total Return Fund, Inc.
- Sector:?
- Financial Services
- Industry:? Asset Management
Description
SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. The fund invests in 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. is domiciled in the United States.
Corporate Governance
Upcoming Events
August 6, 2024 at 8:00 PM UTC
SRH Total Return Fund, Inc. Earnings Date
Recent Events
October 24, 2024 at 12:00 AM UTC
Ex-Dividend Date
August 30, 2024 at 12:00 AM UTC
N-PX: Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX
April 29, 2024 at 12:00 AM UTC
NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)
February 12, 2024 at 12:00 AM UTC
N-CEN: Annual Report for Registered Investment Companies
January 29, 2024 at 12:00 AM UTC
NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)
January 22, 2024 at 12:00 AM UTC
40-17G: Fidelity bond filed pursuant to Rule 17g1(g)(1) of the Investment Company Act of 1940
October 27, 2023 at 12:00 AM UTC
NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)