Liberty All-Star Equity Fund (USA)
Liberty All-Star Equity Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Denver, CO, US. The stock last traded at $6.05, down 0.08% on the session, giving a market capitalisation of $1.87B. On trailing twelve-month figures it carries a trailing P/E of 10.62, a net margin of 122.6%. Its beta of 0.97 implies it has historically moved less than the broad market.
The Liberty All-Star Equity Fund operates as a closed-end investment vehicle focused on equities. ALPS Advisers, Inc. serves as its principal manager, with co-management responsibilities shared among Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. The fund's strategy involves allocating capital to public companies within the United States, specifically targeting a diverse array of sectors. Its primary focus is on large-capitalization stocks, embracing both value and growth investment philosophies. To assess its performance, the fund compares 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. This U.S.-domiciled fund was established on October 31, 1986.
Liberty All-Star Equity Fund is most often compared with the following Financial Services names: