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Liberty All-Star Funds

Liberty All-Star Funds
1986 FOUNDED
M&A STATUS
81-90 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of diversified closed-end management investment services. The company owns and operates two funds including Liberty All-Star Equity Fund and Liberty All-Star Growth Fund. Liberty All-Star Equity Fund seeks total investment return consisting of long-term capital appreciation and current income through investing primarily in a diversified portfolio of equity securities. It includes a diversified portfolio of growth and value stocks and invests at least 80% of its net assets in a diversified portfolio of equity securities. Liberty All-Star Equity Fund has its value managers including Pzena Investment Management, Schneider Capital Management Corporation and Matrix Asset Advisors. Its growth managers are Chase Investment Counsel Corporation and TCW Investment Management Company. Liberty All-Star Equity Fund invests in various sectors, including financial, information technology, consumer discretionary, healthcare, industrials, energy, consumer staples, utilities, telecommunication services and materials. Another fund, Liberty All-Star Growth Fund, is a multi-managed fund focused on small, mid and large-capitalization growth stocks. It seeks long-term capital appreciation through investment primarily in a diversified portfolio of equity securities. Its portfolio includes common stocks and short-term investments, including repurchase agreements. Liberty All-Star Growth Fund has three investment managers, TCW Investment Management Company, M.A. Weatherbie & Co. and William Blair & Company.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Acquirer
Primary Office
  • 1290 Broadway
  • Suite 1100
  • Denver, CO 80203
  • United States

+1 (800) 000-0000

Liberty All-Star Funds Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Liberty All-Star Funds Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Liberty All-Star Funds Executive Team (2)

Name Title Board
Seat
Contact
Info
William Parmentier President & CEO
Kevin Connaughton Chief Financial Officer & Senior Vice President

Liberty All-Star Funds Board Members (1)

Name Representing Role Since Contact
Info
0000000 00000 Self Chairman 000 0000