STEW: Better Off Just Buying Berkshire [Seeking Alpha]
SRH Total Return Fund, Inc. (STEW)
Company Research
Source: Seeking Alpha
STEW's high expense ratio (2.28%) and modest distribution make it less attractive compared to more diversified, lower-fee peers like ADX, GAM, and CET. The fund's heavy reliance on BRK.A/B performance and an uncertain post-Buffett outlook raise concerns about concentration risk and future returns. Given fees, concentration, and relative performance, I rate STEW as a "Hold," suggesting investors consider direct BRK.A/B ownership or alternative CEFs. BlackSalmon/iStock via Getty Images The SRH Total Return Fund ( NYSE: STEW ) is a closed-end fund (CEF) designed to provide investors with concentrated equity exposure with the objective of providing total returns. The strategy takes a value, bottom-up approach to identify investment opportunities, seeking quality businesses that trade below their This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positi
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STEW
Sec Filings
- 11/13/25 - Form 40-17G
- 10/28/25 - Form NPORT-P
- 10/20/25 - Form DEF
- STEW's page on the SEC website