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Liberty All-Star Equity Fund Reveals October 2025 Portfolio Shifts
15 Nov
Summary
- Liberty All-Star Equity Fund combines value and growth investment managers
- Fund added Accenture Ltd. and Oracle Corp. as new holdings in October
- BlackRock, Inc. was liquidated from the portfolio during the month
On November 14, 2025, the Liberty All-Star Equity Fund (NYSE: USA) has published its monthly update for October 2025. The fund, which follows a large-cap core investment approach, combines three value-style and two growth-style investment managers that have demonstrated consistent performance and decision-making processes.
As of the end of October 2025, the fund has added two new holdings to its portfolio: Accenture Ltd. and Oracle Corp. Meanwhile, BlackRock, Inc. was liquidated from the fund's investments during the month. The fund's top 20 holdings, sector breakdown, and net asset value (NAV) are also provided in the update.
The Liberty All-Star Equity Fund continues to be managed by its established team of value and growth investment managers, including Aristotle Capital Management, LLC, Fiduciary Management, Inc., Pzena Investment Management, LLC, Sustainable Growth Advisers, LP, and TCW Investment Management Company.
