SRH Total Return Fund, Inc.

# SRH Total Return Fund, Inc. (STEW)

A closed-end fund incorporated in Maryland and headquartered in Denver, Colorado, SRH Total Return Fund manages a diversified portfolio spanning both equity and fixed-income securities across global markets. Launched and managed by Paralel Advisors LLC, with Rocky Mountain Advisers serving as sub-adviser, the fund employs a balanced investment strategy designed to generate both current income and capital appreciation. The fund's portfolio construction relies on fundamental and quantitative analysis using a bottom-up security selection approach, with emphasis on identifying dividend-paying value stocks across all market capitalizations alongside fixed-income securities issued by companies.

The fund targets securities of companies with defensible business models, strong financial positions, and established operating track records. Its equity holdings span diversified industries globally, while the fixed-income component provides stability to the overall portfolio allocation. The fund benchmarks its performance against the S&P 500 Composite Index. As a closed-end fund structure, it trades on the New York Stock Exchange and operates with a fixed number of shares, distinguishing it from traditional open-end mutual funds. The fund has a market capitalization of approximately $1.7 billion.