Liberty All-Star Equity Fund (USA)

• Market cap: $1.98B
• 1 day: -0.43%
• 5 days: -0.85%
• 1 month: -3.44%
• 3 months: -2.50%
• 6 months: 1.59%
• Year to date: 0.14%
• 1 year: 6.53%
• 5 years: 1.45%
• 10 years: 18.01%

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 Q4 regulatory filings by fund managers ($100M+ AUM)

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

4% more funds holding

Funds holding: 174 [Q3] → 181 (+7) [Q4]

1% more capital invested

Capital invested by funds: $202M [Q3] → $203M (+$1.6M) [Q4]

0.23% more ownership

Funds ownership: 10.11% [Q3] → 10.34% (+0.23%) [Q4]