STEW: Discounted Valuation Justifies A Buy

2025-12-11 05:58:12 ET

Overview

While ETFs are usually the most popular approach for investors to get diversity across equities, this may not be the best approach for some investors. An index like the S&P 500 has a lot of companies that investors may not be excited to hold. This is where a more concentrated approach like the SRH Total Return Fund ( STEW ) comes into play. STEW takes a more focused approach to its portfolio and management selects what it believes to be the highest quality assets based on its bottom-up value driven selection process. When I previously covered STEW, I issued a buy rating due to the tax-efficient nature of the distributions. However, I wanted to revisit the fund's performance and value proposition as we approach the new year....

Read the full article on Seeking Alpha

For further details see: