Srh Total Return Fund Inc STEW

$15.73 +0.04 (0.25%)

Valuation

Market cap
1,552,073,000
Revenue TTM
$142,968,035
Net income TTM
$140,312,353
PE ratio
—
Forward PE
—
Profit margin
—
Debt to equity
—

Trading

Volume
9,035
Avg volume
76,798
Day's range
$15.72 – $15.73
Shares out
97,126,000
Stochastic %K
55%
Beta
0.94
Analysts
Strong Buy
Price target
—

Price

Company profile

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 capi...

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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.

Industry
Asset Management
Sector
Financial Services
Phone
303 226 4150
Website
https://srhtotalreturnfund.com
Address
1700 Broadway, Suite 2100, Denver, United States

Latest news

Stocktwits

Mo_Better Oct 14, 4:29 PM
$BRK.B too all those butt hurt for missing entering Berkshire under 500 and so are here moaning about nothing, or bitchin’ about no dividend…you can still buy $STEW the SRH fund, which is trading at a 25% discount to net asset value and pays approx 5% dividend, and approx 1/3 of its holdings are Berkshire shares. The other 2/3 are similar to the stable profitable companies Berkshire holds. You’re welcome.
1 replies
Mo_Better Oct 8, 2:20 PM
$BRK.B $STEW is a closed end fund trading at a huge 20+% discount to NAV and whose portfolio is about 65+% Berkshire which I have recently added along with PSUS. PSUS is the closed end fund of $PS (Pershing Square) which is also trading with a 20+% discount to NAV like STEW. Any thoughts on these others Berkshire fans?
0 replies
SuperGreenToday Jun 3, 2:13 AM 0 replies
BillionerOfKing Dec 31, 10:24 PM
$STEW Current Stock Price: $18.52
0 replies
BillionerOfKing Dec 31, 5:16 AM
$STEW Current Stock Price: $18.47
0 replies
NFTNavigator Dec 26, 9:40 AM
$STEW Volatility reflects unresolved questions around how strategy converts into durable results. Execution gaps should narrow meaningfully. Operational wins could gradually shift expectations upward. Future returns will be dictated by execution quality, not headlines.
0 replies
DonCorleone77 Mar 26, 12:23 PM
$BRK.A $BRK.B $STEW $JPM $YUM SRH Total Return Fund a cheap way to get exposure to Berkshire, Barron's reports Total Return (STEW), a closed-end fund controlled by a billionaire investor in Berkshire Hathaway (BRK.A), is an inexpensive way to get exposure to Berkshire and other blue-chip stocks, Barron's Andrew Barry reports. The $2.1B in SRH Total Return fund has roughly 41% of is assets in Berkshire stock, while its holdings in JPMorgan (JPM), Yum! (YUM), and Enterprise Products (EPD) account for another 24%, Barry writes. The fund's controlling shareholder is Stewart Horejsi, whose family owns nearly half the stock, he adds.
0 replies
TalkMarkets Feb 18, 5:45 AM
Forget ETFs And Choose CEFs Trading At A Discount To NAV $GDL $HERZ $STEW https://talkmarkets.com/content/etfs/forget-etfs-and-choose-cefs-trading-at-a-discount-to-nav?post=482707
0 replies