JP Wealth Management Increases SRH Total Return Fund Position by 219,432 Shares Worth $3.94 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3h ago
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Source: NASDAQ.COM
- Share Increase: JP Wealth Management increased its position in the SRH Total Return Fund by 219,432 shares, valued at approximately $3.94 million, indicating strong conviction in the fund's strategy and its significance within their U.S. equity assets.
- Value Growth: As of December 31, the total value of JP Wealth's holdings in the SRH fund rose by $4.55 million, reflecting both market price changes and trading activity, which enhances the stability of their investment portfolio.
- Fund Performance: The SRH Total Return Fund currently trades at $18.26, up about 13% over the past year, offering a yield of 4.38%, demonstrating its competitiveness and attractiveness in the market.
- Investment Strategy: Managed by Boulder Investment Advisers, the fund focuses on value-oriented equity and fixed-income investments, leveraging both fundamental and quantitative analysis to identify financially sound businesses, with a long-term investment strategy that supports stable cash flow.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
