Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
USA
SELLLiberty All-Star Equity Fund · Financial Services · United States · $1.8B · Avg Vol: $10M/d
COMPANY DESCRIPTION
Liberty All-Star Equity Fund is a diversified, closed-end management investment company that aims to provide shareholders with long-term capital appreciation through investments in U.S. large-cap equity securities. The fund employs a multi-manager approach, allocating its assets among several independent investment managers with distinct investment styles (value, growth, and blended). This diversified strategy seeks to outperform its benchmarks by combining complementary management expertise within a single fund structure.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | -407.9M | 400.8M | 260.0M | 172.7M | -34.4% | 30.3M |
| EPS | 1.69 | -1.61 | 1.46 | 0.91 | 0.56 | -24.2% | 0.56 |
| Shares | — | 265.5M | 276.6M | 288.9M | 301.6M | +13.6% | 308.2M |
| Debt | — | — | — | — | — | — | — |
| Equity | — | 1.6B | 1.9B | 2.0B | 2.1B | 9.6% | — |
| Op CF | — | — | — | — | — | — | — |
| Inv CF | — | — | — | — | — | — | — |
| Fin CF | — | — | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of USA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| USA | Liberty All-Star Equity Fund(you) | $1.8B | 23 | SELL |
| PDO | Pimco Dynamic Income Opportunities Fund | $1.8B | 28 | SELL |
| GOF | Guggenheim Strategic Opportunities Fund | $2.2B | 19 | STRONG SELL |
| TYG | Tortoise Energy Infrastructure Corporation | $1.1B | 23 | SELL |
| DSL | DoubleLine Income Solutions Fund | $1.2B | 21 | SELL |
| GAB | The Gabelli Equity Trust Inc. | $1.7B | 35 | HOLD |
| RQI | Cohen & Steers Quality Income Realty Fund, Inc. | $1.7B | 35 | HOLD |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | $2.3B | 32 | SELL |
| FSCO | FS Credit Opportunities Corp. | $989M | 20 | STRONG SELL |
| KBDC | Kayne Anderson BDC, Inc. | $892M | 24 | SELL |
Peer medians: ROE 9.5% · P/E 13.9x · Gross margin 100.0%