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Liberty All-Star Equity Fund (USA)

NYSE - Nasdaq Real-time price. Currency in USD
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6.90+0.06 (+0.88%)
At close: 04:00PM EDT
6.98 +0.08 (+1.16%)
After hours: 07:19PM EDT

Liberty All-Star Equity Fund

1290 Broadway
Suite 1000
Denver, CO 80203
United States
303 623 2577
https://www.all-starfunds.com/fundfacts-usa.php

Sector(s)Financial Services
IndustryAsset Management
Full-time employees

Key executives

NameTitlePayExercisedYear born
Mr. Edmund Joseph BurkeVP and TrusteeN/AN/A1961
Mr. David Adam Katz C.F.A., CFAPres, Chief Investment Officer, Portfolio Mang. & AnalystN/AN/A1962
Mr. David Bennett Scott CFAChief Investment Officer, Sr. VP, Portfolio Mang. and DirectorN/AN/AN/A
Mr. Antonio DeSpirito IIIExec. VP, Principal, Sr. Research Analyst and Portfolio Mang.N/AN/A1968
Mr. Craig C. Blum C.F.A., CFAPortfolio Mang.N/AN/AN/A
Mr. Howard Roy Gleicher C.F.A., CFACEO & Chief Investment OfficerN/AN/AN/A
Mr. George Patrice FraiseFounding Principal, Director and Portfolio Mang.N/AN/AN/A
Mr. Gordon Michael Marchand CFA, CICPrincipal, Portfolio Mang. and DirectorN/AN/AN/A
Mr. Robert Lawrence RohnPrincipal, Portfolio Mang. and DirectorN/AN/AN/A
Mr. D. Tysen Nutt Jr.Head of the Investment TeamN/AN/A1952
Amounts are as of 31 December 2013, and compensation values are for the last fiscal year ending on that date. Pay includes salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.

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

Liberty All-Star Equity Fund’s ISS governance QualityScore as of N/A is N/A. The pillar scores are Audit: N/A; Board: N/A; Shareholder rights: N/A; Compensation: N/A.

Corporate governance scores courtesy of Institutional Shareholder Services (ISS). Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while 10 indicates higher governance risk.