BOSTON, April 12, 2024 /PRNewswire/ — Below is the March 2024 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA)
Liberty All-Star Equity Fund
Ticker: USA
Monthly Update, March, 2024
Investment Approach:
Fund Style: Large-Cap Core
Fund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles.
Investment Managers:
Value Managers:
Aristotle Capital Management, LLC
Fiduciary Management, Inc.
Pzena Investment Management, LLC
Growth Managers:
Sustainable Growth Advisers, LP
TCW Investment Management Company
Top 20 Holdings at Month-End
(34.1% of equity portfolio)
1
Microsoft Corp.
3.9 %
2
NVIDIA Corp.
3.1 %
3
Alphabet, Inc.
3.1 %
4
Amazon.com, Inc.
2.7 %
5
UnitedHealth Group, Inc.
2.1 %
6
Visa, Inc.
2.0 %
7
ServiceNow, Inc.
1.8 %
8
S&P Global, Inc.
1.4 %
9
Charles Schwab Corp.
1.4 %
Full story available on Benzinga.com
BOSTON, April 12, 2024 /PRNewswire/ — Below is the March 2024 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA)
Liberty All-Star Equity Fund
Ticker: USA
Monthly Update, March, 2024
Investment Approach:
Fund Style: Large-Cap Core
Fund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles.
Investment Managers:
Value Managers:
Aristotle Capital Management, LLC
Fiduciary Management, Inc.
Pzena Investment Management, LLC
Growth Managers:
Sustainable Growth Advisers, LP
TCW Investment Management Company
Top 20 Holdings at Month-End
(34.1% of equity portfolio)
1
Microsoft Corp.
3.9 %
2
NVIDIA Corp.
3.1 %
3
Alphabet, Inc.
3.1 %
4
Amazon.com, Inc.
2.7 %
5
UnitedHealth Group, Inc.
2.1 %
6
Visa, Inc.
2.0 %
7
ServiceNow, Inc.
1.8 %
8
S&P Global, Inc.
1.4 %
9
Charles Schwab Corp.
1.4 %
Full story available on Benzinga.com
BOSTON, April 12, 2024 /PRNewswire/ — Below is the March 2024 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA)
Liberty All-Star Equity FundTicker: USAMonthly Update, March, 2024
Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles.
Investment Managers:Value Managers: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLCGrowth Managers: Sustainable Growth Advisers, LP TCW Investment Management Company
Top 20 Holdings at Month-End
(34.1% of equity portfolio)
1
Microsoft Corp.
3.9 %
2
NVIDIA Corp.
3.1 %
3
Alphabet, Inc.
3.1 %
4
Amazon.com, Inc.
2.7 %
5
UnitedHealth Group, Inc.
2.1 %
6
Visa, Inc.
2.0 %
7
ServiceNow, Inc.
1.8 %
8
S&P Global, Inc.
1.4 %
9
Charles Schwab Corp.
1.4 %
Full story available on Benzinga.com Read MoreBanking/Financial Services, Mutual Funds, USA, Markets, Press Releases Markets
