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 | CFA Howard Roy Gleicher C.F.A. |
Contact Details
Address: 1290 Broadway, Suite 1000 Denver, Colorado 80203 United States | |
| Phone | 303 623 2577 |
| Website | all-starfunds.com |
Stock Details
| Ticker Symbol | USA |
| Exchange | NYSE |
| Reporting Currency | USD |
| CIK Code | 0000799195 |
| CUSIP Number | 530158104 |
| ISIN Number | US5301581048 |
| Employer ID | 04-2935840 |
Key Executives
| Name | Position |
|---|---|
| Howard Roy Gleicher C.F.A., CFA | Chief Executive Officer & Chief Investment Officer |
| Robert Lawrence Rohn | Principal, Portfolio Manager and Director |
| Gordon Michael Marchand CFA, CIC | Principal, Portfolio Manager and Director |
| David Bennett Scott CFA | Chief Investment Officer, Senior Vice President, Portfolio Manager and Director |
| George Patrice Fraise | Founding Principal, Director and Portfolio Manager |
| David Adam Katz C.F.A., CFA | President, Chief Investment Officer, Portfolio Manager & Analyst |
| Edmund Joseph Burke | Vice President and Trustee |
| Richard Stanton Pzena | Chairman, Co-Chief Investment Officer, and Portfolio Manager |
| Antonio DeSpirito III | Executive Vice President, Principal, Senior Research Analyst and Portfolio Manager |
| Craig C. Blum C.F.A., CFA | Portfolio Manager |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Nov 26, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Nov 22, 2024 | N-30B-2 | Periodic and interim reports mailed to shareholders |
| 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) |
| 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) |