Liberty All-Star Equity Fund (USA)

• Market cap: $1.81B
• 1 day: 1.95%
• 5 days: 2.79%
• 1 month: -6.56%
• 3 months: -12.55%
• 6 months: -12.31%
• Year to date: -10.43%
• 1 year: -6.70%
• 5 years: 20.35%
• 10 years: 4.33%
• Sector: Financials
• Industry: Asset Management

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

7% more funds holding

Funds holding: 173 [Q3] → 185 (+12) [Q4]

1% more capital invested

Capital invested by funds: $201M [Q3] → $203M (+$2.53M) [Q4]

0.28% more ownership

Funds ownership: 10.07% [Q3] → 10.35% (+0.28%) [Q4]