Liberty All-Star Equity Fund Overview
Pro stress-test →Liberty All-Star Equity Fund is a diversified, closed-end management investment company that seeks total investment return through capital appreciation and current income by investing primarily in diversified equity securities. The fund trades on the NYSE under ticker USA and distributes regular dividends to shareholders.
Strategic Profile
Pro stress-test →The fund is managed by ALPS Advisers, Inc. and co-managed by five investment managers including Aristotle Capital Management, Pzena Investment Management, Delaware Investments Fund Advisers, Sustainable Growth Advisers, and TCW Investment Management. The fund primarily invests in value and growth stocks of large-cap companies and benchmarks performance against the S&P 500 Index, Dow Jones Industrial Average, and Lipper Large-Cap Core Mutual Fund Average.
Competitive Landscape
Pro stress-test →Liberty All-Star Equity Fund competes with other large-cap equity closed-end funds and dividend-focused ETFs. Key competitors include other closed-end equity funds such as Blackstone/Claymore core equity vehicles and dividend-oriented ETFs like Schwab US Dividend Equity ETF (SCHD). The fund differentiates through multi-manager overlay approach and regular dividend distributions.
Industry Context
Liberty All-Star Equity Fund operates in Closed-end equity mutual funds.
Key facts
Founded: 1986 · Headquarters: Boston, US · Employees: N/A · Revenue: N/A · Market cap: N/A