Every material Form 8-K SRH Total Return Fund, Inc. filed with the SEC in 2022, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every SRH Total Return Fund, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →