Liberty All-Star Equity FundUSA
Market Cap: $1.91B
About: Liberty All Star Equity Fund is a closed-end funds and open-end multi-managed fund. Its objective is to provide a high level of current income and long-term capital appreciation through investing primarily in a diversified portfolio of equity securities. The fund invests in various sectors, including financials, information technology, healthcare, consumer discretionary, consumer staples, industrials, energy, materials, real estate, utilities, telecommunication and other services.
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
87% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 38
16% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 25
2% more funds holding
Funds holding: 175 [Q1] → 179 (+4) [Q2]
0.9% less ownership
Funds ownership: 11.26% [Q1] → 10.36% (-0.9%) [Q2]
13% less capital invested
Capital invested by funds: $220M [Q1] → $193M (-$27.6M) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for USA.