Company Description
Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company.
It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors.
It primarily invests in value and growth stocks of large cap companies. The fund benchmarks the performance of its portfolio against the Lipper Large-Cap Core Mutual Fund Average, the Dow Jones Industrial Average, the NASDAQ Composite Index, and the S&P 500 Index.
Liberty All Star Equity Fund was formed on October 31, 1986 and is domiciled in the United States.
Country | United States |
Founded | 1986 |
Industry | Asset Management |
Sector | Financials |
CEO | Howard Roy Gleicher C.F.A., CFA |
Contact Details
Address: C/o Alps Fund Services, Inc., P.o. Box 328 Denver, Colorado 80201-0328 United States | |
Phone | 303.623.2577 |
Stock Details
Ticker Symbol | USA |
Exchange | NYSE |
Reporting Currency | USD |
CIK Code | 0000799195 |
CUSIP Number | 530158104 |
ISIN Number | US5301581048 |
Employer ID | 04-2935840 |
Latest SEC Filings
Date | Type | Title |
---|---|---|
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 |
Jun 5, 2024 | N-30B-2 | Periodic and interim reports mailed to shareholders |
May 30, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
Apr 25, 2024 | N-CEN/A | Filing |
Mar 13, 2024 | N-CEN | Filing |
Mar 7, 2024 | N-CSR | Filing |
Feb 28, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
Jan 16, 2024 | 40-17G | Filing |