Liberty All-Star Equity Fund (USA)
Key Executives
| Name | Title | Pay | Exercised | Year Born |
|---|---|---|---|---|
| Mr. Edmund Joseph Burke | Vice President and Trustee | -- | -- | 1961 |
| Mr. Richard Stanton Pzena | Chairman, Co-Chief Investment Officer, and Portfolio Manager | -- | -- | 1959 |
| Mr. David Adam Katz C.F.A., CFA | President, Chief Investment Officer, Portfolio Manager & Analyst | -- | -- | 1962 |
| Mr. David Bennett Scott CFA | Chief Investment Officer, Senior Vice President, Portfolio Manager and Director | -- | -- | -- |
| Mr. Antonio DeSpirito III | Executive Vice President, Principal, Senior Research Analyst and Portfolio Manager | -- | -- | 1968 |
| Mr. Craig C. Blum C.F.A., CFA | Portfolio Manager | -- | -- | -- |
| Mr. Howard Roy Gleicher C.F.A., CFA | CEO & Chief Investment Officer | -- | -- | -- |
| Mr. George Patrice Fraise | Founding Principal, Director and Portfolio Manager | -- | -- | -- |
| Mr. Gordon Michael Marchand CFA, CIC | Principal, Portfolio Manager and Director | -- | -- | -- |
| Mr. Robert Lawrence Rohn | Principal, Portfolio Manager and Director | -- | -- | -- |
Liberty All-Star Equity Fund
- Sector:
- Financial Services
- Industry: Asset Management
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.
Corporate Governance
Recent Events
- Apr 25, 2024N-CEN/A: Annual Report for Registered Investment CompaniesSee Full Filing
- Apr 18, 2024Ex-Dividend Date
- Mar 13, 2024N-CEN: Annual Report for Registered Investment CompaniesSee Full Filing
- Mar 07, 2024N-CSR: Periodic ReportsSee Full Filing
- Feb 28, 2024NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)See Full Filing