
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.
Liberty All-Star Growth Fund, Inc. trades as ASG on NYSE. The company is classified in Financial Services / Asset Management and reports in USD.
The current profile places the business in Asset Management. This section is intended to summarize the operating segments, products, geographies, and main revenue lines from official filings.
Latest available fiscal data shows $31.18M of revenue and $14.70M of net income.
Use this area for management strategy, capital allocation priorities, target markets, and measurable goals from the latest annual report or investor presentation.
The app now provides the structure, but exact strategic claims should come from official company documents before being treated as a finished investment thesis.
Liberty All-Star Growth Fund, Inc. can be compared against peers such as Ares Dynamic Credit Allocation Fund, Inc., abrdn Global Premier Properties Fund, BNY Mellon International Stock Index Fund, Morgan Stanley Emerging Markets Domestic Debt Fund, Inc., Cohen & Steers Closed-End Opportunity Fund, Inc., PIMCO Strategic Income Fund, Inc..
A complete thesis should compare growth, margins, balance-sheet risk, valuation multiples, and market position against direct competitors.
Current signals to investigate include market capitalization of $322.19M, beta of 1.16, and return on equity of +4.0%.
This section should be validated with evidence such as durable margins, brand strength, regulation, switching costs, cost advantage, distribution, or technology.
Key risks should include financial leverage, cyclicality, customer concentration, regulatory exposure, currency risk, and execution risk.
ASG currently shows total debt of $0 and beta of 1.16. Missing data should be treated as a research gap, not as low risk.
Production-capacity detail is not available as structured data yet. For industrial, defense, semiconductor, or real-estate companies, this should be reviewed from annual reports and investor presentations.
No structured backlog field is available yet. If the company reports backlog, review the relevant filing section before adding it to the thesis.
Use this section for major contracts, product launches, construction projects, acquisitions, or strategic programs that can materially affect valuation.
Recent filings to review: 4 (2026-06-03 00:00:00), NPORT-P (2026-06-01 00:00:00), SC 13G/A (2026-05-14 00:00:00), 4 (2026-05-08 00:00:00).
Customer concentration is not available as structured data here. Add it from official filings when a company discloses material customers or revenue concentration.
Supplier concentration and critical supply-chain dependencies are not available as structured data here. This should be researched from annual reports and risk disclosures.
Company website: https://www.all-starfunds.com/fundfacts-asg.php
For US-listed stocks, verify the thesis against official filings, earnings call transcripts, and company investor relations materials.