AI Score
Our AI model analyzes fundamental, technical, and statistical indicators
to predict the probability of a bullish trend over the next three months.
We regularly update and refine our models to deliver the most reliable forecasts
for you.
Bullish Probability | Sentiment | Score |
---|---|---|
+80% | Strong Buy | 10 |
+75% | Buy | 9 |
+70% | Buy | 8 |
+60% | Buy | 7 |
+50% | Hold | 6 |
+45% | Hold | 5 |
+40% | Hold | 4 |
+35% | Sell | 3 |
+30% | Sell | 2 |
+20% | Strong Sell | 1 |
Company Description
Liberty All-Star Growth Fund, Inc. is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc.
It is co-managed by Weatherbie Capital, LLC, Congress Asset Management Company, and Sustainable Growth Advisers, LP.
The fund invests in the public equity markets of the United States.
It seeks to invest in stocks of companies operating across diversified sectors.
The fund primarily invests in growth stocks of companies across all market capitalizations.
It employs fundamental analysis with a bottom-up stock picking approach to create its portfolio.
The fund benchmarks the performance of its portfolio against the NASDAQ Composite Index, Russell 3000 Growth Index, and the S&P 500 Index.
It conducts in-house research to make its investments.
The fund was previously known as Charles Allmon Trust, Inc.
Liberty All-Star Growth Fund, Inc. was formed on March 14, 1986 and is domiciled in the United States.
Country | United States |
IPO Date | Mar 6, 1986 |
Industry | Asset Management |
Sector | Financial Services |
Employees | 0 |
CEO | Edmund Joseph Burke |
Contact Details
Address: 1290 Broadway Denver, Colorado United States | |
Website | https://www.all-starfunds.com/fundfacts-asg.php |
Stock Details
Ticker Symbol | ASG |
Exchange | NYSE |
Fiscal Year | January - December |
Reporting Currency | USD |
CIK Code | 0000786035 |
CUSIP Number | 529900102 |
ISIN Number | US5299001025 |
Employer ID | 52-1452208 |
SIC Code |
Key Executives
Name | Position |
---|---|
Chang Lee | Portfolio manager |
Craig C. Blum C.F.A., CFA | Group Managing Director and Portfolio Manager |
Edmund Joseph Burke | Vice President and Director |
George Patrice Fraise | Portfolio Manager |
Gordon Michael Marchand CFA, CIC | Portfolio Manager |
Joshua Daniel Bennett C.F.A., CFA | Co-Portfolio Manager of Fund |
Michael Olson CFA | Portfolio manager |
Robert Lawrence Rohn | Portfolio Manager |
Ronald Adair Sauer | Senior Portfolio Manager |
Todd W. Solomon C.F.A., CFA | Vice President and Portfolio Manager |
Latest SEC Filings
Date | Type | Title |
---|---|---|
Dec 23, 2024 | 40-17G | Filing |
Nov 26, 2024 | NPORT-P | Filing |
Nov 22, 2024 | N-30B-2 | Filing |
Nov 13, 2024 | SC 13G | Statement of acquisition of beneficial ownership b... |
Sep 03, 2024 | 3 | Filing |
Aug 30, 2024 | N-CSRS | Filing |
Aug 29, 2024 | N-PX | Filing |
Aug 28, 2024 | NPORT-P | Filing |
Aug 07, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial own... |
Jul 26, 2024 | DEFA14A | Filing |