17.95
-0.02(-0.11%)
Currency In USD
Address
1290 Broadway
Denver, CO 80203
United States of America
Phone
303 623 2577
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
March 17, 1980
Name | Title | Pay | Year Born |
Mr. Joel W. Looney CFP | Portfolio Manager, President & Chairman | 8,000 | 1962 |
Mr. Jacob Hemmer C.F.A. | Portfolio Manager | 0 | N/A |
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.