STEWSRH Total Return Fund
About SRH Total Return Fund
SRH Total Return Fund (NYSE:SRH) is a dynamic entity focused on delivering steady income and capital growth opportunities through diversified investment strategies. This company operates with the aim of generating long-term total returns by investing across different asset classes, markets, and sectors to manage risk and capitalize on global financial trends. Their portfolio includes a mix of stocks, bonds, and alternative assets, reflecting a robust approach to achieving financial objectives while addressing the varying needs of its investors. With a keen eye on market dynamics and a commitment to thorough research, SRH Total Return Fund strives to offer sustainable returns.
What is STEW known for?
Snapshot
Public US
Ownership
1972
Year founded
0
Employees
Boston, United States
Head office
1 of 5
US Rank
Unknown
Sector
N/A
Sector rank
Loading Map...
Operations
All Locations
United States
Produtos e/ou serviços de SRH Total Return Fund
- Investment Objective: Seeks long-term capital appreciation and current income through investment in equity and fixed income US securities.
- Investment Strategy: Utilizes a bottom-up, value-driven investment process to identify securities of good quality businesses trading below estimated intrinsic value.
- Portfolio Concentration: Maintains a concentrated portfolio, typically holding a smaller number of issuers compared to diversified mutual funds.
- High Portfolio Turnover: May have a higher portfolio turnover rate than some other funds as the holdings are adjusted based on the investment manager's view of attractive opportunities.
- Distribution of Dividends: Pays out regular distributions to shareholders, typically quarterly.
- Closed-End Fund Structure: Unlike open-ended mutual funds, SRH Total Return Fund has a fixed number of shares outstanding. These shares trade on a stock exchange like any other stock, and the market price can fluctuate based on supply and demand.
equipe executiva do SRH Total Return Fund
- Mr. Joel W. Looney CFPPortfolio Manager, President & Chairman
- Mr. Jacob Hemmer C.F.A.Portfolio Manager