USA Profile
Liberty All Star Equity Fund operates as a closed-ended equity mutual fund, initiated and overseen by ALPS Advisers, Inc., a renowned investment management firm. This fund is collectively managed by a consortium of seasoned investment entities including Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. Established on October 31, 1986, the fund is domiciled in the United States.
Specializing in the public equity markets of the United States, Liberty All Star Equity Fund focuses on investing in stocks across a broad spectrum of sectors. Its investment strategy centers on both value and growth stocks, predominantly targeting large-cap companies known for their stability and growth potential.
The fund's performance is benchmarked against several key indices, including the Lipper Large-Cap Core Mutual Fund Average, Dow Jones Industrial Average, NASDAQ Composite Index, and S&P 500 Index. This benchmarking framework underscores its commitment to delivering competitive returns relative to the broader market and sector-specific indices.
Managed by a collaborative team of investment experts, Liberty All Star Equity Fund aims to provide investors with diversified exposure to the U.S. equity market while adhering to rigorous investment principles and risk management strategies. Its approach is designed to optimize returns and manage portfolio volatility in line with investor expectations and market conditions.
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