LIBERTY ALL STAR GROWTH FUND INC. (ASG)
The Liberty All-Star Growth Fund, Inc. functions as a U.S.-domiciled, closed-end equity investment vehicle, with its primary management handled by ALPS Advisers, Inc. It also benefits from the expertise of co-managers Weatherbie Capital, LLC, Congress Asset Management Company, and Sustainable Growth Advisers, LP. The fund's investment strategy focuses on the public equity markets of the United States, primarily allocating capital to growth-oriented companies across all market capitalizations and a diverse array of sectors. Its portfolio construction employs a bottom-up stock selection approach, driven by thorough fundamental analysis and proprietary internal research. To gauge its performance, the fund benchmarks against prominent indices such as the NASDAQ Composite Index, the Russell 3000 Growth Index, and the S&P 500 Index. Originally established on March 14, 1986, it was formerly known as Charles Allmon Trust, Inc.
Industry: Asset Management
Liberty All-Star Growth Fund, Inc.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 63.72M shares outstanding
The Liberty All-Star Growth Fund, Inc. functions as a U.S.-domiciled, closed-end equity investment vehicle, with its primary management handled by ALPS Advisers, Inc.
It also benefits from the expertise of co-managers Weatherbie Capital, LLC, Congress Asset Management Company, and Sustainable Growth Advisers, LP. The fund's investment strategy focuses on the public equity markets of the United States, primarily allocating capital to growth-oriented companies across all market capitalizations and a diverse array of sectors.
Its portfolio construction employs a bottom-up stock selection approach, driven by thorough fundamental analysis and proprietary internal research. To gauge its performance, the fund benchmarks against prominent indices such as the NASDAQ Composite Index, the Russell 3000 Growth Index, and the S&P 500 Index. Originally established on March 14, 1986, it was formerly known as Charles Allmon Trust, Inc.
Leadership
Aziz V. Hamzaogullari
Vice President, Portfolio Manager and Chief Investment Officer of the Growth Equity Strategies of Loomis Sayles
Daniel J. Fuss
Vice Chairman of Loomis, Sayles & Company, Inc.
David L. Giunta
David L. Waldman
Vice President and Chief Investment Officer of Loomis Sayles
Employees
--
Country
US
Sector
Financial Services
Website
all-starfunds.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
| President | Purchase | 1.5K | $8.0K | Jun 3, 2026 | |
| President | Purchase | 450 | $2.4K | Jun 2, 2026 | |
| Vice President | Purchase | 1.9K | $10.0K | May 8, 2026 | |
| Treasurer | Purchase | 250 | $1.3K | Feb 6, 2026 | |
| President | Purchase | 2.0K | $10.7K | Dec 30, 2025 | |
| Assistant Secretary | Purchase | 500 | $2.5K | Nov 21, 2025 |
| Name | Shares | % | Source |
|---|---|---|---|
Karpus Management, Inc. | 4.5M | 7.1% | 13F |
KARPUS MANAGEMENT, INC. · also on 13F· may incl. warrants· filed May 2026 | 4.2M | 6.6% | 13G |
Shaker Financial Services, LLC | 1.6M | 2.6% | 13F |
1607 Capital Partners, LLC | 1.3M | 2.1% | 13F |
LPL Financial LLC | 880.5K | 1.4% | 13F |
WOLVERINE ASSET MANAGEMENT LLC | 619.7K | 1.0% | 13F |
RPO LLC | 571.8K | 0.9% | 13F |
Almitas Capital LLC | 466.6K | 0.7% | 13F |
Saba Capital Management, L.P. | 443.2K | 0.7% | 13F |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 433.6K | 0.7% | 13F |
Insiders
- HALEY MARK TPresident
- MILAS ROBERTVice President
- Rettinger ErichTreasurer
- Khwaja-Dixon SareenaAssistant Secretary
- Irvin Milton MInsider
- NEUHAUSER JOHN JInsider
based on 63.72M shares outstanding
30d Avg
308.33K
60d Avg
285.19K
90d Avg
260.65K