Valuation: Liberty All-Star Equity Fund

Market Cap 1.81B 1.58B 1.49B 1.36B 2.53B 173B 2.54B 17.76B 6.87B 88.06B 6.8B 6.65B 282B P/E 2024
7.86x
P/E 2025 11.3x
Enterprise Value 1.92B 1.67B 1.58B 1.44B 2.68B 184B 2.7B 18.82B 7.28B 93.31B 7.2B 7.04B 299B EV / Sales 2024
68.6x
EV / Sales 2025 64.6x
Free-Float
99.91%
Yield 2024
10.2%
Yield 2025 10.7%
1 day-0.51%
1 week+0.34%
Current month-2.00%
1 month-2.98%
3 months+2.09%
6 months+2.62%
Current year-6.53%
1 week 5.82
Extreme 5.815
5.9
1 month 5.82
Extreme 5.815
6.08
Current year 5.4
Extreme 5.4
6.43
1 year 5.4
Extreme 5.4
6.56
3 years 5.4
Extreme 5.4
7.49
5 years 5.4
Extreme 5.4
9.46
10 years 3.67
Extreme 3.67
9.46
Manager TitleAgeSince
President 62 31/12/2022
Compliance Officer 41 31/12/2018
Treasurer 41 31/12/2020
Director TitleAgeSince
Director/Board Member 65 31/12/2005
Chairman 79 31/12/2014
Director/Board Member 66 31/12/2017
Date Insider Type Main position Quantity % Market Cap. Importance
03/06/26 Buy

Chairperson

2,000 0.0007%
08/05/26 Buy 1,700 0.0006%
06/02/26 Buy

Treasurer

350 0.0001%
Change 5-day change 1-year change 3-year change Capi.($)
-0.51%+0.34%-9.41%-2.65% 1.81B
+1.83%+0.43%+16.47%+119.17% 15.9B
+3.36%+1.58%+50.60%+172.40% 12.9B
-1.93%-2.40%-21.87%+21.07% 8.53B
+2.55%+0.78%+29.62%+145.97% 7.75B
+0.59%-0.29%+6.26%+22.72% 6.68B
+2.09%-2.92%-25.60%-16.46% 6.75B
+0.26%+1.81%+10.86%+26.57% 4.84B
+0.20%-3.68%+2.92%+2.10% 3.85B
+1.42%+2.01% - - 3.86B
Average +0.66%-2.64%+6.65%+54.54% 7.29B
Weighted average by Cap. +0.81%-3.46%+12.66%+81.19%

Financials

2024 2025
Net sales 28.75M 25.04M 23.7M 21.54M 40.23M 2.75B 40.43M 282M 109M 1.4B 108M 106M 4.48B 30.34M 26.42M 25.01M 22.72M 42.45M 2.91B 42.66M 298M 115M 1.48B 114M 111M 4.73B
Net income 255M 222M 210M 191M 357M 24.45B 359M 2.51B 969M 12.43B 959M 938M 39.78B 168M 146M 138M 126M 235M 16.08B 236M 1.65B 637M 8.17B 631M 617M 26.16B
Net Debt 9.79M 8.53M 8.07M 7.33M 13.7M 937M 13.76M 96.11M 37.16M 476M 36.77M 35.95M 1.53B 108M 93.9M 88.87M 80.75M 151M 10.32B 152M 1.06B 409M 5.25B 405M 396M 16.8B
Logo Liberty All-Star Equity Fund
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 over 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.
Employees
-
Date Price Change Volume
17/09/26 US$5.870 -0.51% 1,737,277
16/09/26 US$5.900 +0.85% 2,361,919
15/09/26 US$5.850 -0.68% 1,835,603
14/09/26 US$5.890 +0.17% 1,097,425
11/09/26 US$5.880 +0.51% 951,992
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