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Liberty All-Star Equity Fund
155 Federal St Ste 700
Phone: (303) 623-2577p:303 623-2577 BOSTON, MA  02110-1727  United States Ticker: USAUSA
Business Summary
Liberty All-Star Equity Fund (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is to seek total investment return, comprised of long-term capital appreciation and current income. The Fund seeks its investment objective through investment primarily in a diversified portfolio of equity securities. The Fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, defined as common stocks and securities convertible into common stocks such as bonds and preferred stocks, and securities having common stock characteristics such as warrants and rights to purchase equity securities (although, as a non-fundamental policy, not more than 20% of the value of the Fund’s total assets may be invested in rights and warrants). The Fund may lend its portfolio securities, write covered call and put options and engage in options and futures strategies. The Fund's investment advisor is ALPS Advisors, Inc.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes------

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
6/30/202412/31/2023YesYes---

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Chairman of the Board of Trustees Thomas W.Brock 76 1/1/2015 1/1/2005
President Mark T.Haley 59 4/1/2023 1/1/1999
Chief Compliance Officer MatthewSutula 38 1/1/2019 1/1/2019
8 additional Officers and Directors records available in full report.

Business Names
Business Name
Liberty All-Star Equity Fund
USA

General Information
Outstanding Shares: 282,594,292 (As of 6/30/2024)
Stock Exchange: NYSE
Federal Tax Id: 004293584


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Friday, November 22, 2024