Liberty All-Star Equity Fund February 2024 Monthly Update
Mar 13, 2024
BOSTON, March 13, 2024 /PRNewswire/ -- Below is the February 2024 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity FundTicker: USA Monthly Update, February, 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 (34.2% of equity portfolio) 1 Microsoft Corp. 3.9 % 2 NVIDIA Corp. 3.0 % 3 Alphabet, Inc. 2.9 % 4 Amazon.com, Inc. 2.8 % 5 UnitedHealth Group, Inc. 2.1 % 6 Visa, Inc. 2.1 % 7 ServiceNow, Inc. 1.9 % 8 S&P Global, Inc. 1.4 % 9 Salesforce, Inc. 1.4 % 10 Full story available on Benzinga.com
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