LIBERTY ALL STAR EQUITY FUND (USA)
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.
Industry: Asset Management
Liberty All-Star Equity Fund
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 308.22M shares outstanding
USThe 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.
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 |
|---|---|---|---|---|---|
 HALEY MARK T | President | Purchase | 2.0K | $11.6K | Jun 3, 2026 |
| HALEY MARK T | President | Purchase | 356 | $2.1K | Jun 2, 2026 |
 MILAS ROBERT | Vice President | Purchase | 1.7K | $9.9K | May 8, 2026 |
 Rettinger Erich | Treasurer | Purchase | 350 | $2.1K | Feb 6, 2026 |
| HALEY MARK T | President | Purchase | 1.6K | $10.1K | Dec 30, 2025 |
 Khwaja-Dixon Sareena | Assistant Secretary | Purchase | 500 | $2.9K | Nov 21, 2025 |
| Name | Shares | % | Source |
|---|---|---|---|
MORGAN STANLEY | 5.9M | 1.9% | 13F |
RAYMOND JAMES FINANCIAL INC | 4.8M | 1.6% | 13F |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 4.3M | 1.4% | 13F |
Saba Capital Management, L.P. | 3.9M | 1.3% | 13F |
LPL Financial LLC | 3.4M | 1.1% | 13F |
Karpus Management, Inc. | 3.3M | 1.1% | 13F |
ROYAL BANK OF CANADA | 2.2M | 0.7% | 13F |
Man Group plc | 2.1M | 0.7% | 13F |
ABSOLUTE INVESTMENT ADVISERS, LLC | 1.9M | 0.6% | 13F |
Janney Montgomery Scott LLC | 1.7M | 0.5% | 13F |
Insiders
- HALEY MARK TPresident
- MILAS ROBERTVice President
- Rettinger ErichTreasurer
- Khwaja-Dixon SareenaAssistant Secretary
- NEUHAUSER JOHN JInsider
- Irvin Milton MInsider
based on 308.22M shares outstanding
US30d Avg
1.09M
60d Avg
1.13M
90d Avg
1.16M