BOSTON, May 12, 2023 /PRNewswire/ — Below is the April 2023 Monthly Update for the Liberty All-Star Equity Fund. USA
Liberty All-Star Equity Fund
Ticker: USA
Monthly Update, April, 2023
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
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Top 20 Holdings at Month-End |
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(33.4% of equity portfolio) |
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1 |
Microsoft Corp. |
3.4 % |
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2 |
Alphabet, Inc. |
3.1 % |
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3 |
UnitedHealth Group, Inc. |
2.3 % |
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4 |
Amazon.com, Inc. |
2.2 % |
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5 |
Visa, Inc. |
2.1 % |
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6 |
S&P Global, Inc. |
1.7 % |
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7 |
ServiceNow, Inc. |
1.7 % |
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8 |
Adobe, Inc. |
1.7 % |
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9 |
Sony Group Corp. |
1.5 % |
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10 |
NVIDIA Corp. |
1.4 % |
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11 |
Booking Holdings, Inc. |
1.4 % |
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12 |
Dollar General Corp. |
1.4 % |
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13 |
Salesforce, Inc. … |
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