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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
Markets · Financial Services

SRH Total Return Fund, Inc. (STEW)

NYQ · Asset Management

$18.58+0.34 (+1.86%)Quote refreshed

Sources: Yahoo Finance (quote, statistics) · SEC EDGAR (filings, insider trades, 13F holders) · company filings & press wires

Market Cap
$1.79B
P/E (TTM)
10.32
EPS
$1.80
Div Yield
4.31%
52W Range
$16.55–$18.67
Beta
0.81

Company overview

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.

Peers in Financial Services

SRH Total Return Fund, Inc. has no peer companies in this window.

Recent press releases

SRH Total Return Fund, Inc. has not issued a press release in this window.

SEC filings

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SRH Total Return Fund, Inc. has not filed an SEC document in this window.

SRH Total Return Fund, Inc. has no reported insider trades in the last 90 days.

Institutional holders

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As of 2025-12-31 · prior 2025-09-30
1,475,715 sh+17.5%
194,964 sh-49.1%
159,690 sh● NEW
154,509 sh● NEW
1,243,823 sh+11.3%
393,713 sh+44.0%
108,639 sh-47.9%
137,083 sh-39.6%

People at SRH Total Return Fund, Inc.

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Quarterly financials

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No quarterly financials have been ingested for SRH Total Return Fund, Inc..