Next earnings date: 27 Aug 2025

Liberty All-Star Equity Fund – NYSE:USA

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$6.59

-0.41

-5.86%

Market closed

Open in 3 days

-1.55%

month

-1.55%

quarter

+8.87%

year

Market Cap	1.95B
Enterprise value	2.07B

P/E	2.97
EV/Sales	6.81
EV/EBITDA	3.16
Price/Sales	6.49
Price/Book	0.98
PEG ratio	0.02
EPS	2.71

Revenue	193.60M
EBITDA	386.50M
Income	742.23M
Revenue Q/Q	N/A
Revenue Y/Y	N/A

Profit margin	216.42%
Oper. margin	188.1%
Gross margin	92.36%
EBIT margin	188.1%
EBITDA margin	199.64%

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10 years history
Forward ratios (Analysts estimates)

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Liberty All-Star Equity Fund (NYSE:USA): Profit margin
Mar 2023	6.37M	109.61M	1719.44%
Jun 2023	79.97M	267.35M	334.3%
Sep 2023	6.50M	88.67M	1363.68%
Dec 2023	100.74M	276.58M	274.53%

Liberty All-Star Equity Fund (NYSE:USA): Debt to assets
Mar 2023	1766634814	28.42M	1.61%
Jun 2023	1766634814	4.93M	0.28%
Sep 2023	1891951461	25.03M	1.32%
Dec 2023	1891951461	25.03M	1.32%

Liberty All-Star Equity Fund (NYSE:USA): Cash Flow
Mar 2023	0	0	0
Jun 2023	0	0	0
Sep 2023	0	0	0
Dec 2023	0	0	0

Liberty All-Star Equity Fund
Insider Trading

Liberty All-Star Equity Fund (NYSE:USA): Insider trades (number of shares)
Period	Buy	Sel
May 2023	34931	34931
Jun 2023	2500	0
Aug 2023	1000	0
Sep 2023	1000	0
Nov 2023	500	0
Dec 2023	1600	0
Mar 2024	7650	0

Transaction	Date	Insider	Security	Shares	Price per share	Total value
Purchase	26 Mar 2024	BURKE EDMUND J other: Trustee other: Trustee	Shares of Beneficial Interest	4,000	$7.09	$28,344
Purchase	12 Mar 2024	USIFER MAUREEN K other: Trustee other: Trustee	Shares of Beneficial Interest	2,200	$6.82	$15,002
Purchase	11 Mar 2024	MILAS ROBERT other: Access Person of the Fund other: Access Person of the Fund	Shares of Beneficial Interest	1,450	$6.83	$9,902
Purchase	8 Dec 2023	HALEY MARK T officer: President officer: President	Shares of Beneficial Interest	1,600	$6.06	$9,688
Purchase	3 Nov 2023	HALEY MARK T officer: Senior Vice President officer: Senior Vice President	Shares of Beneficial Interest	500	$6.12	$3,058
Purchase	18 Sep 2023	MILAS ROBERT	Shares of Beneficial Interest	1,000	$6.05	$6,045
Purchase	29 Aug 2023	IRVIN MILTON M director director	Shares of Beneficial Interest	1,000	$6.32	$6,320
Purchase	7 Jun 2023	BURKE EDMUND J	Shares of Beneficial Interest	2,500	$6.12	$15,300
Sale	26 May 2023	PARMENTIER WILLIAM R JR	Common Shares of Beneficial Ownership	34,931	$5.98	$208,887
Purchase	26 May 2023	PARMENTIER WILLIAM R JR officer: President officer: President	Common Shares of Beneficial Ownership	34,931	$5.98	$208,887

USA insider trading transactions

Liberty All-Star Equity Fund
Executives

Insider	Age	Since	Compensation
Mr. Robert Lawrence Rohn Principal, Portfolio Mang. and Director
Mr. D. Tysen Nutt Jr. Head of the Investment Team
Mr. Edmund Joseph Burke Vice President and Trustee
Mr. Craig C. Blum C.F.A., CFA Portfolio Mang.
Mr. David B. Scott CFA Chief Investment Officer, Senior Vice President, Portfolio Mang. and Director
Mr. David Adam Katz C.F.A., CFA Pres, Chief Investment Officer, Portfolio Mang. & Analyst
Mr. George Patrice Fraise Founding Principal, Director and Portfolio Mang.
Mr. Gordon Michael Marchand CFA, CIC Principal, Portfolio Mang. and Director
Mr. Antonio DeSpirito III Executive Vice President, Principal, Senior Research Analyst and Portfolio Mang.
Mr. Howard Roy Gleicher C.F.A., CFA Chief Executive Officer & Chief Investment Officer

Liberty All-Star Equity Fund
Latest News

Monday, 16 December 2024
07:35	$75,000 Is All You Need To Be Happy	seekingalpha.com
Friday, 13 December 2024
16:21	Liberty All-Star® Equity Fund November 2024 Monthly Update	prnewswire.com
Wednesday, 11 December 2024
16:00	Leading Independent Proxy Advisory Firms ISS and Glass Lewis Recommend Americas Gold and Silver Corporation Shareholders Vote for All Resolutions in Connection With Its Proposed Acquisition of the Remaining 40% Interest in the Galena Complex	businesswire.com
Monday, 2 December 2024
07:35	2 Income Machines That Keep Pumping Cash	seekingalpha.com
Tuesday, 26 November 2024
17:00	Americas Gold and Silver Provides an Update on Filing and Mailing of Meeting Materials in Connection With the Proposed Acquisition of the Remaining 40% Interest in the Galena Complex	businesswire.com
Thursday, 14 November 2024
13:59	Liberty All-Star® Equity Fund October 2024 Monthly Update	prnewswire.com
Monday, 4 November 2024
12:00	Liberty All-Star® Equity Fund Declares Distribution	prnewswire.com
Wednesday, 30 October 2024
10:40	Americas Gold and Silver Corporation Completes Previously Announced Upsized Private Placement of Subscription Receipts	businesswire.com
Monday, 28 October 2024
06:49	USA? No Thanks	seekingalpha.com
Sunday, 27 October 2024
09:00	5 Best CEFs This Month For 9.5% Yield (October 2024)	seekingalpha.com
Sunday, 20 October 2024
09:59	The US Consumer Is Healthy And This 10% Dividend Will Profit	forbes.com
Wednesday, 16 October 2024
11:00	5 Indians Killed In Car Crash In Texas, 3 Were From Andhra Pradesh	ndtv.com
Friday, 11 October 2024
13:28	Liberty All-Star® Equity Fund September 2024 Monthly Update	prnewswire.com
Wednesday, 9 October 2024
06:20	USA: Interest Rate Cuts Should Help NAV Growth	seekingalpha.com
Thursday, 3 October 2024
07:35	My Top Income Picks For October	seekingalpha.com
Tuesday, 1 October 2024
10:36	CyberPower Smart App Sinewave Lithium UPS Series Named a Winner in the 2024 CRN® Tech Innovator Awards	businesswire.com
Sunday, 29 September 2024
09:30	5 Best CEFs This Month For 9% Plus Yield (September 2024)	seekingalpha.com
Wednesday, 18 September 2024
13:00	Liberty All-Star® Equity Fund August 2024 Monthly Update	prnewswire.com
Monday, 16 September 2024
21:01	Love the SCHD ETF? USA is a great 10% yielding alternative	invezz.com
Sunday, 15 September 2024
02:45	USA: Tech Exposure And A Solid 10% Yield	seekingalpha.com
Thursday, 12 September 2024
07:35	Stress And Work Kills, Dividends Provide	seekingalpha.com
Sunday, 8 September 2024
09:15	USA: 10% Yield At A Discount	seekingalpha.com
Saturday, 24 August 2024
09:00	5 Best CEFs This Month For Nearly 9% Yield (August 2024)	seekingalpha.com
Thursday, 15 August 2024
01:21	CEF Insights: Liberty All-Star's Multi-Manager Equity Strategies For Income	seekingalpha.com
Wednesday, 14 August 2024
19:44	Liberty All-Star® Equity Fund July 2024 Monthly Update	prnewswire.com
Friday, 2 August 2024
08:30	I Love USA, The Fund Of Big Opportunities	seekingalpha.com
Saturday, 27 July 2024
09:00	5 Best CEFs This Month For Nearly 9% Yield (July 2024)	seekingalpha.com
Wednesday, 17 July 2024
16:30	Americas Gold and Silver Corporation Provides Q2-2024 Production Results; Galena Complex Silver Production the Highest Per Quarter in Over 10 Years	businesswire.com
12:40	Liberty All-Star® Equity Fund June 2024 Monthly Update	prnewswire.com
Friday, 12 July 2024
19:37	ASG Vs. USA: Equity Funds Paying Higher Distributions Through Managed Plans	seekingalpha.com

Ideas & Opinions

Seeking Alpha 28 Mar 2023

Lithium Junior Miners News For The Month Of March 2023

Frequently Asked Questions (FAQ)

What's the price of Liberty All-Star Equity Fund stock today?

One share of Liberty All-Star Equity Fund stock can currently be purchased for approximately $6.59.
When is Liberty All-Star Equity Fund's next earnings date?

Liberty All-Star Equity Fund is estimated to report earnings on Wednesday, 27 Aug 2025.
Does Liberty All-Star Equity Fund pay dividends?

Yes, Liberty All-Star Equity Fund pays dividends and its trailing 12-month yield is 10.14% with 0% payout ratio. The last Liberty All-Star Equity Fund stock dividend of $0.2 was paid on 7 Mar 2022.
How much money does Liberty All-Star Equity Fund make?

Liberty All-Star Equity Fund has a market capitalization of 1.95B and it's past years’ income statements indicate that its last revenue has decreased compared to the previous period by 198.25% to 400.78M US dollars.
What is Liberty All-Star Equity Fund's stock symbol?

Liberty All-Star Equity Fund is traded on the NYSE under the ticker symbol "USA".
What is Liberty All-Star Equity Fund's primary industry?

Company operates in the Financial Services sector and Asset Management industry.
How do i buy shares of Liberty All-Star Equity Fund?

Shares of Liberty All-Star Equity Fund can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
Who are Liberty All-Star Equity Fund's key executives?
Liberty All-Star Equity Fund's management team includes the following people:
- Mr. Robert Lawrence Rohn Principal, Portfolio Mang. and Director
- Mr. D. Tysen Nutt Jr. Head of the Investment Team
- Mr. Edmund Joseph Burke Vice President and Trustee
- Mr. Craig C. Blum C.F.A., CFA Portfolio Mang.
- Mr. David B. Scott CFA Chief Investment Officer, Senior Vice President, Portfolio Mang. and Director
- Mr. David Adam Katz C.F.A., CFA Pres, Chief Investment Officer, Portfolio Mang. & Analyst
- Mr. George Patrice Fraise Founding Principal, Director and Portfolio Mang.
- Mr. Gordon Michael Marchand CFA, CIC Principal, Portfolio Mang. and Director
- Mr. Antonio DeSpirito III Executive Vice President, Principal, Senior Research Analyst and Portfolio Mang.
- Mr. Howard Roy Gleicher C.F.A., CFA Chief Executive Officer & Chief Investment Officer
When Liberty All-Star Equity Fund went public?

Liberty All-Star Equity Fund is publicly traded company for more then 38 years since IPO on 24 Oct 1986.
What is Liberty All-Star Equity Fund's official website?

The official website for Liberty All-Star Equity Fund is all-starfunds.com.
Where are Liberty All-Star Equity Fund's headquarters?

Liberty All-Star Equity Fund is headquartered at 1290 Broadway, Denver, CO.
How can i contact Liberty All-Star Equity Fund?

Liberty All-Star Equity Fund's mailing address is 1290 Broadway, Denver, CO and company can be reached via phone at +30 36232577.

Liberty All-Star Equity Fund

all-starfunds.com

Exchange:

NYSE

Full time employees:

Industry:

Asset Management

Sector:

Financial Services

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.

+30 36232577

1290 Broadway
Denver, CO 80203

CIK: 0000799195
ISIN: US5301581048
CUSIP: 530158104