Liberty All-Star Equity Fund (USA)
NYSE: USA · Real-Time Price · USD
7.13
+0.05 (0.71%)
Oct 4, 2024, 4:00 PM EDT - Market closed

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.

Liberty All-Star Equity Fund
Liberty All-Star Equity Fund logo
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
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)
Apr 25, 2024 N-CEN/A Filing
Mar 13, 2024 N-CEN Filing