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All Stocks/Financial Services/STEW

SRH Total Return Fund, Inc.

STEW
Financial ServicesAsset Management Website
Signal SnapshotMarket signals →
Alpha Score
Score pending
Alpha Score appears once the required price and fundamentals data has ingested.
Daily model
Insiders
No recent signal
No recent open-market insider buying or selling is in the current rollup.
Form 4
13F Holder
Citadel
$260.6K reported position; latest action: new.
Ken Griffin
Latest Filing
No filing digest
Recent 10-K, 10-Q, and 8-K summaries will appear here when available.
SEC digest
Price ChartPowered by TradingView
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Top Institutional HoldersFrom 13F filings
FundShares HeldPosition ValueAction (latest Q)
Citadel
Ken Griffin
14K$260.6KNEW
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About SRH Total Return Fund, Inc.

SRH Total Return Fund, Inc. is a non-diversified, closed-end investment fund designed with a total return objective. Managed by Paralel Advisors LLC, with Rocky Mountain Advisers, LLC serving as sub-adviser, the fund employs a bottom-up, value-driven investment strategy. It focuses on identifying quality businesses trading below their estimated intrinsic value, enabling a disciplined approach to seeking attractive returns over long holding periods while keeping portfolio turnover and trading costs low. SRH Total Return Fund invests flexibly across both equity and fixed income securities, without limitations on company size or geographic location, allowing exposure to a broad range of domestic and international markets. The portfolio primarily targets dividend-paying value stocks, as well as fixed-income securities, spanning multiple industries and market capitalizations. By combining fundamental and quantitative analysis, the fund emphasizes companies with solid financial positions and strong operational track records. Benchmarked against major indices such as the S&P 500 Composite, SRH Total Return Fund plays a versatile role in offering investors exposure to a diversified portfolio with the aim of balancing income generation and capital appreciation.

Quick Facts
Exchange–
SectorFinancial Services
IndustryAsset Management
Market Cap–
Popular Stocks
AAPL
Apple Inc.
MSFT
Microsoft Corporation
NVDA
NVIDIA Corporation
AMZN
Amazon.com Inc.
GOOGL
Alphabet Inc. Class A
GOOG
Alphabet Inc. Class C
META
Meta Platforms Inc.
TSLA
Tesla Inc.
Key Dates

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