Company Description
Liberty All-Star Growth Fund, Inc. is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Weatherbie Capital, LLC, Congress Asset Management Company, and Sustainable Growth Advisers, LP.
The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors.
The fund primarily invests in growth stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach to create its portfolio.
The fund benchmarks the performance of its portfolio against the NASDAQ Composite Index, Russell 3000 Growth Index, and the S&P 500 Index.
It conducts in-house research to make its investments. The fund was previously known as Charles Allmon Trust, Inc. Liberty All-Star Growth Fund, Inc. was formed on March 14, 1986 and is domiciled in the United States.
| Country | United States |
| Founded | 1986 |
| Industry | Asset Management |
| Sector | Financials |
| CEO | Edmund Joseph Burke |
Contact Details
Address: 1290 Broadway, Suite 1000 Denver, Colorado 80203 United States | |
| Phone | 303 623 2577 |
| Website | all-starfunds.com |
Stock Details
| Ticker Symbol | ASG |
| Exchange | NYSE |
| Reporting Currency | USD |
| CIK Code | 0000786035 |
| CUSIP Number | 529900102 |
| ISIN Number | US5299001025 |
| Employer ID | 52-1452208 |
Key Executives
| Name | Position |
|---|---|
| Craig C. Blum C.F.A., CFA | Group Managing Director and Portfolio Manager |
| Todd W. Solomon C.F.A., CFA | Vice President and Portfolio Manager |
| George Patrice Fraise | Portfolio Manager |
| Joshua Daniel Bennett C.F.A., CFA | Co-Portfolio Manager of Fund |
| Gordon Michael Marchand CFA, CIC | Portfolio Manager |
| Robert Lawrence Rohn | Portfolio Manager |
| Edmund Joseph Burke | Vice President and Director |
| Ronald Adair Sauer | Senior Portfolio Manager |
| Chang Lee | Portfolio manager |
| Michael Olson CFA | Portfolio manager |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Nov 22, 2024 | N-30B-2 | Periodic and interim reports mailed to shareholders |
| Nov 13, 2024 | SC 13G | Statement of acquisition of beneficial ownership by individuals |
| Aug 30, 2024 | N-CSRS | Filing |
| Aug 29, 2024 | N-PX | Annual Report of proxy voting record of management investment companies |
| Aug 28, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Aug 7, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Jul 26, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Jun 27, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Jun 27, 2024 | DEF 14A | Other definitive proxy statements |
| Jun 14, 2024 | PRE 14A | Other preliminary proxy statements |