USA NYSE
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Denver, CO 80203
US
The Liberty All-Star Equity Fund operates as a closed-end investment vehicle focused on equities. ALPS Advisers, Inc. serves as its principal manager, with co-management responsibilities shared among Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. The fund's strategy involves allocating capital to public companies within the United States, specifically targeting a diverse array of sectors. Its primary focus is on large-capitalization stocks, embracing both value and growth investment philosophies. To assess its performance, the fund compares 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. This U.S.-domiciled fund was established on October 31, 1986.
Recent Insider Trades
| Name | Type | Shares | Price | Date |
|---|---|---|---|---|
| HALEY MARK T | P-Purchase | 2,000 | $5.80 | 2026-06-03 |
| HALEY MARK T | P-Purchase | 356 | $5.85 | 2026-06-02 |
| MILAS ROBERT | P-Purchase | 1,700 | $5.82 | 2026-05-08 |
| Rettinger Erich | P-Purchase | 350 | $6.01 | 2026-02-06 |
| MILAS ROBERT | 0 | — | 2025-12-31 |