Closed-end management investment company that seeks total return on its assets through a combination of current income and capital appreciation.
SRH Total Return Fund, Inc. operates as a closed-ended balanced mutual fund managed by Boulder Investment Advisers, L.L.C., alongside co-managers Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. Founded on December 7, 1972, and based in the United States, the fund specializes in investments across global public equity and fixed income markets. It focuses on a diversified portfolio, targeting dividend-paying value stocks and corporate fixed income securities across various sectors and company sizes. Utilizing a blend of fundamental and quantitative analysis, the fund employs a bottom-up approach to select securities, emphasizing companies with robust financial standings and proven operational track records.
The investment strategy of SRH Total Return Fund, Inc. centers on achieving competitive returns while managing risk through a disciplined approach to portfolio construction. By benchmarking its performance against the S&P 500 Composite Index, the fund aims to provide investors with consistent value and income generation opportunities. This strategic alignment underscores its commitment to delivering long-term capital appreciation and income, leveraging extensive market insights and expertise in investment management.
In summary, SRH Total Return Fund, Inc. represents a stalwart presence in the investment landscape, combining decades of experience with a forward-thinking approach to portfolio management. With a steadfast focus on quality and diversification, the fund continues to navigate global financial markets adeptly, positioning itself as a reliable choice for investors seeking balanced growth and income potential in their investment portfolios.