Key Executives
| Name | Title | Pay | Exercised | Year Born |
|---|---|---|---|---|
| Mr. Edmund Joseph Burke | Vice President and Trustee | -- | -- | 1961 |
| Mr. Richard Stanton Pzena | Chairman, Co-Chief Investment Officer, and Portfolio Manager | -- | -- | 1959 |
| Mr. David Adam Katz C.F.A., CFA | President, Chief Investment Officer, Portfolio Manager & Analyst | -- | -- | 1962 |
| Mr. David Bennett Scott CFA | Chief Investment Officer, Senior Vice President, Portfolio Manager and Director | -- | -- | -- |
| Mr. Antonio DeSpirito III | Executive Vice President, Principal, Senior Research Analyst and Portfolio Manager | -- | -- | 1968 |
| Mr. Craig C. Blum C.F.A., CFA | Portfolio Manager | -- | -- | -- |
| Mr. Howard Roy Gleicher C.F.A., CFA | CEO & Chief Investment Officer | -- | -- | -- |
| Mr. George Patrice Fraise | Founding Principal, Director and Portfolio Manager | -- | -- | -- |
| Mr. Gordon Michael Marchand CFA, CIC | Principal, Portfolio Manager and Director | -- | -- | -- |
| Mr. Robert Lawrence Rohn | Principal, Portfolio Manager and Director | -- | -- | -- |
Liberty All-Star Equity Fund
- Sector:
- Financial Services
- Industry: Asset Management
Description
Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of large cap companies. The fund benchmarks the performance of 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. Liberty All Star Equity Fund was formed on October 31, 1986 and is domiciled in the United States.
Corporate Governance
Upcoming Events
April 28, 2025 at 10:59 AM UTC - May 2, 2025 at 12:00 PM UTC
Liberty All-Star Equity Fund Earnings Date
Recent Events
January 24, 2025 at 12:00 AM UTC
Ex-Dividend Date
November 26, 2024 at 12:00 AM UTC
NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)
August 29, 2024 at 12:00 AM UTC
N-PX: Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX
August 28, 2024 at 12:00 AM UTC
NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)
July 15, 2024 at 12:00 AM UTC
CORRESP: A correspondence can be sent as a document with another submission type or can be sent as a separate submission
June 26, 2024 at 12:00 AM UTC
CORRESP: A correspondence can be sent as a document with another submission type or can be sent as a separate submission