AI brief of an SEC Form 8-K · SRH Total Return Fund, Inc. (STEW)

SRH Total Return Fund to change name and ticker to STEW on April 4, 2022

Neutral Impact 2 of 5 other Written later

Boulder Growth & Income Fund, Inc. will rename itself SRH Total Return Fund, Inc. and trade under the ticker STEW starting April 4, 2022, replacing BIF. The board says the new name better describes the fund's total return objective, and the filing states the amendments only serve to effect the name change, with no changes to investment objectives or strategy. Stewart Horejsi, a primary portfolio manager since January 2002, retires effective April 1, 2022, while Joel Looney and Jacob Hemmer continue in their roles.

Key points

  • Name changes from Boulder Growth & Income Fund, Inc. to SRH Total Return Fund, Inc., effective April 4, 2022
  • Ticker changes from BIF to STEW on the New York Stock Exchange; CUSIP 101507101 is unchanged
  • Stewart Horejsi retires as a primary portfolio manager effective April 1, 2022; he served since January 2002
  • Joel Looney and Jacob Hemmer will continue as portfolio managers, collectively responsible for day-to-day management

The filing

CompanySRH Total Return Fund, Inc. (STEW)
Form8-K, current report
Filed with the SECMar 25, 2022, 4:48 PM ET
Accession number0001398344-22-006450

Items reported: 5.03 Bylaw / Charter Amendment8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:51 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 25, 2022.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.