Liberty All-Star Equity Fund (USA)

6.60 +0.02 (+0.30%) At close: 04:00PM 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
Industry: Asset Management
Full-time employees: 

Key executives

Name	Title	Pay	Exercised	Year born
Mr. Edmund Joseph Burke	Vice President and Trustee	N/A	N/A	1961
Mr. Richard Stanton Pzena	Chairman, Co-Chief Investment Officer, and Portfolio Manager	N/A	N/A	1959
Mr. David Adam Katz C.F.A., CFA	President, Chief Investment Officer, Portfolio Manager & Analyst	N/A	N/A	1962
Mr. David Bennett Scott CFA	Chief Investment Officer, Senior Vice President, Portfolio Manager and Director	N/A	N/A	N/A
Mr. Antonio DeSpirito III	Executive Vice President, Principal, Senior Research Analyst and Portfolio Manager	N/A	N/A	1968
Mr. Craig C. Blum C.F.A., CFA	Portfolio Manager	N/A	N/A	N/A
Mr. Howard Roy Gleicher C.F.A., CFA	CEO & Chief Investment Officer	N/A	N/A	N/A
Mr. George Patrice Fraise	Founding Principal, Director and Portfolio Manager	N/A	N/A	N/A
Mr. Gordon Michael Marchand CFA, CIC	Principal, Portfolio Manager and Director	N/A	N/A	N/A
Mr. Robert Lawrence Rohn	Principal, Portfolio Manager and Director	N/A	N/A	N/A

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.