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 |
|---|---|---|
| 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 |
| Dec 4, 2023 | N-30B-2 | Periodic and interim reports mailed to shareholders |
| Nov 29, 2023 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Sep 6, 2023 | N-CSRS | Filing |
| Aug 28, 2023 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Aug 18, 2023 | N-PX | Annual Report of proxy voting record of management investment companies |