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STEW

SRH Total Return Fund, Inc. NYSE Listed Mar 17, 1980
Financial Services ·Asset Management ·US · boulderfunds.net/bif-fundobjective.php
$17.53
Mkt Cap $1.7B
52w Low $16.55 46.2% of range 52w High $18.67
50d MA $17.51 200d MA $17.90
P/E (TTM) 9.8x
EV/EBITDA 10.9x
P/B 0.8x
Debt/Equity 0.1x
ROE 4.1%
P/FCF 518.6x
RSI (14)
ATR (14)
Beta 0.88
50d MA $17.51
200d MA $17.90
Avg Volume 82.8K
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.
CIK (SEC)
Phone
303 623 2577
1290 Broadway · Denver, CO 80203 · US
Data updated apr 28, 2026 9:59pm · Source: massive.com