Liberty All-Star Growth Fund (ASG) December 2025 Update: Net Assets at $368.3 Million
- Investment Overview: The Liberty All-Star Growth Fund employs an all-cap growth investment strategy, combining three distinct capitalization-focused investment managers to ensure portfolio diversity and risk management.
- Holding Performance: As of December, the top 20 holdings account for 38.0% of the total equity portfolio, with NVIDIA, Apple, and Microsoft representing 5.0%, 3.7%, and 3.1% respectively, indicating a strong preference for technology stocks.
- Monthly Performance: The fund's net asset value (NAV) decreased from $5.99 at the beginning of the month to $5.86, resulting in a monthly performance of -2.17%, reflecting market volatility's impact on fund value, while year-to-date performance stands at 4.58%, showcasing long-term growth potential.
- Asset Allocation: As of December, 99.8% of the fund's assets are invested in equities, with information technology and industrials comprising 28.6% and 22.7% respectively, indicating a concentrated investment strategy in high-growth sectors.
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Liberty All-Star Growth Fund (ASG) December 2025 Update: Net Assets at $368.3 Million
- Investment Overview: The Liberty All-Star Growth Fund employs an all-cap growth investment strategy, combining three distinct capitalization-focused investment managers to ensure portfolio diversity and risk management.
- Holding Performance: As of December, the top 20 holdings account for 38.0% of the total equity portfolio, with NVIDIA, Apple, and Microsoft representing 5.0%, 3.7%, and 3.1% respectively, indicating a strong preference for technology stocks.
- Monthly Performance: The fund's net asset value (NAV) decreased from $5.99 at the beginning of the month to $5.86, resulting in a monthly performance of -2.17%, reflecting market volatility's impact on fund value, while year-to-date performance stands at 4.58%, showcasing long-term growth potential.
- Asset Allocation: As of December, 99.8% of the fund's assets are invested in equities, with information technology and industrials comprising 28.6% and 22.7% respectively, indicating a concentrated investment strategy in high-growth sectors.
Aurora Spine Secures Two U.S. Patents to Strengthen Innovation Strategy
- Patent Protection Enhancement: Aurora Spine has secured U.S. Patent No. 12,478,411 B2, further expanding the protected design space of the ZIP™ implant family, marking the tenth patent for this platform and enhancing the company's competitive edge in the spine surgery market.
- Innovative Technology Breakthrough: The new patent, No. 12,478,481 B2, focuses on selecting orthopedic implants based on bone density scan results, establishing a data-driven framework that enables surgeons to choose implants according to patient bone quality, thereby improving surgical precision.
- Diverse Innovation Pathways: The simultaneous issuance of these two patents underscores Aurora Spine's ongoing investment in multiple innovation pathways, supporting future product development and enhancing clinical differentiation, which in turn boosts shareholder value.
- Industry Leadership Position: Aurora Spine's innovative patents not only address biomechanical challenges in spine surgery but also solidify its leadership position in the spinal implant market by providing simplified and effective solutions that advance patient care.
Liberty All-Star Growth Fund Updates November 2025: NAV at $373.8 Million
- Portfolio Overview: The Liberty All-Star Growth Fund's top 20 holdings account for 38.3% of the portfolio, with NVIDIA at 4.7%, indicating a strong preference for tech stocks and reflecting the fund's strategic positioning in high-growth sectors.
- Monthly Performance Analysis: As of November, the fund's net asset value (NAV) stands at $373.8 million, with a slight monthly decline of 0.06%, yet a year-to-date performance of 6.87% demonstrates the effectiveness of its long-term investment strategy.
- Sector Distribution: Information Technology comprises 29.5% of the fund's equity portfolio, followed by Industrials and Health Care, showcasing a concentrated investment in high-growth industries aimed at risk diversification and enhanced return potential.
- Holdings Changes: New holdings include Danaher Corp. and Everus Construction Group, while Dexcom and Palantir have been liquidated, reflecting the fund management's agility in responding to market dynamics and adjusting the portfolio accordingly.
Liberty All-Star Growth Fund Reports $373.8M Net Assets in November Update
- Portfolio Overview: As of the end of November, Liberty All-Star Growth Fund's net assets (NAV) reached $373.8 million, indicating stability amidst market fluctuations, although the market price reflects a 10.4% discount to NAV, which may affect investor confidence.
- Monthly Performance: The fund reported a performance of 0.06% for November and a year-to-date return of 6.87%, suggesting that its growth strategy remains effective in the current economic environment, providing relatively stable returns for investors.
- Holdings Changes: New holdings include Danaher Corp and Everus Construction Group, Inc., while Dexcom, Inc. and Palantir Technologies, Inc. were liquidated, indicating a strategic reassessment by the fund management regarding market prospects.
- Sector Allocation: Information technology comprises 29.5% of the fund's equity portfolio, with industrials and healthcare at 23.5% and 16.7% respectively, reflecting the fund's focus on technology and health sectors to capitalize on future growth opportunities.
Investors Are Displeased with This Market and Selling Off This Strong 9% Dividend Stock
Shift in American Happiness: A significant decline in happiness among Americans has been observed, with the percentage of those feeling unhappy reaching a new high in 2022, which could impact investment behaviors and market perceptions.
Consumer Confidence Concerns: Despite low unemployment and rising incomes, consumer confidence remains lower than during the pandemic, indicating a growing sense of pessimism that could affect economic decisions and market trends.
Market Misinterpretation of Sentiment: Traditional indicators of fear and greed in the market may no longer be reliable, as negative attitudes do not necessarily predict sell-offs, presenting opportunities for contrarian investors to capitalize on market overreactions.
Investment Opportunities in CEFs: Closed-end funds (CEFs) like the Liberty All-Star Growth Fund (ASG) are currently undervalued due to heightened investor caution, offering attractive yields and potential for price recovery as market sentiment shifts.
Two High-Yield Investments (Reaching 20.9%) That May Be Deceptive (Plus a Reliable 9% Payer)
Bankruptcy Impact on BDCs: The bankruptcy of auto-parts supplier First Brands has raised concerns about business development companies (BDCs), which provide loans to small and mid-sized firms, leading to fears of more issues in the private-credit market.
Caution Against High-Yield BDCs: Investors are advised to be cautious of BDCs like Blue Owl Capital and Prospect Capital Corp, which have high fees and poor long-term performance, making them less attractive despite their high yields.
Alternative Investment Recommendation: The Liberty All-Star Growth Fund (ASG) is highlighted as a better investment option, offering a 9% dividend and a significant discount to NAV, outperforming BDCs in total return.
Upcoming Investment Opportunities: The author plans to release a "mini-portfolio for 2026" featuring four high-yield closed-end funds (CEFs) with an average yield of 9.2% and potential for over 20% price upside, encouraging readers to access this information.
Liberty All-Star Growth Fund (ASG) December 2025 Update: Net Assets at $368.3 Million
- Investment Overview: The Liberty All-Star Growth Fund employs an all-cap growth investment strategy, combining three distinct capitalization-focused investment managers to ensure portfolio diversity and risk management.
- Holding Performance: As of December, the top 20 holdings account for 38.0% of the total equity portfolio, with NVIDIA, Apple, and Microsoft representing 5.0%, 3.7%, and 3.1% respectively, indicating a strong preference for technology stocks.
- Monthly Performance: The fund's net asset value (NAV) decreased from $5.99 at the beginning of the month to $5.86, resulting in a monthly performance of -2.17%, reflecting market volatility's impact on fund value, while year-to-date performance stands at 4.58%, showcasing long-term growth potential.
- Asset Allocation: As of December, 99.8% of the fund's assets are invested in equities, with information technology and industrials comprising 28.6% and 22.7% respectively, indicating a concentrated investment strategy in high-growth sectors.
Aurora Spine Secures Two U.S. Patents to Strengthen Innovation Strategy
- Patent Protection Enhancement: Aurora Spine has secured U.S. Patent No. 12,478,411 B2, further expanding the protected design space of the ZIP™ implant family, marking the tenth patent for this platform and enhancing the company's competitive edge in the spine surgery market.
- Innovative Technology Breakthrough: The new patent, No. 12,478,481 B2, focuses on selecting orthopedic implants based on bone density scan results, establishing a data-driven framework that enables surgeons to choose implants according to patient bone quality, thereby improving surgical precision.
- Diverse Innovation Pathways: The simultaneous issuance of these two patents underscores Aurora Spine's ongoing investment in multiple innovation pathways, supporting future product development and enhancing clinical differentiation, which in turn boosts shareholder value.
- Industry Leadership Position: Aurora Spine's innovative patents not only address biomechanical challenges in spine surgery but also solidify its leadership position in the spinal implant market by providing simplified and effective solutions that advance patient care.
Liberty All-Star Growth Fund Updates November 2025: NAV at $373.8 Million
- Portfolio Overview: The Liberty All-Star Growth Fund's top 20 holdings account for 38.3% of the portfolio, with NVIDIA at 4.7%, indicating a strong preference for tech stocks and reflecting the fund's strategic positioning in high-growth sectors.
- Monthly Performance Analysis: As of November, the fund's net asset value (NAV) stands at $373.8 million, with a slight monthly decline of 0.06%, yet a year-to-date performance of 6.87% demonstrates the effectiveness of its long-term investment strategy.
- Sector Distribution: Information Technology comprises 29.5% of the fund's equity portfolio, followed by Industrials and Health Care, showcasing a concentrated investment in high-growth industries aimed at risk diversification and enhanced return potential.
- Holdings Changes: New holdings include Danaher Corp. and Everus Construction Group, while Dexcom and Palantir have been liquidated, reflecting the fund management's agility in responding to market dynamics and adjusting the portfolio accordingly.
Liberty All-Star Growth Fund Reports $373.8M Net Assets in November Update
- Portfolio Overview: As of the end of November, Liberty All-Star Growth Fund's net assets (NAV) reached $373.8 million, indicating stability amidst market fluctuations, although the market price reflects a 10.4% discount to NAV, which may affect investor confidence.
- Monthly Performance: The fund reported a performance of 0.06% for November and a year-to-date return of 6.87%, suggesting that its growth strategy remains effective in the current economic environment, providing relatively stable returns for investors.
- Holdings Changes: New holdings include Danaher Corp and Everus Construction Group, Inc., while Dexcom, Inc. and Palantir Technologies, Inc. were liquidated, indicating a strategic reassessment by the fund management regarding market prospects.
- Sector Allocation: Information technology comprises 29.5% of the fund's equity portfolio, with industrials and healthcare at 23.5% and 16.7% respectively, reflecting the fund's focus on technology and health sectors to capitalize on future growth opportunities.
Investors Are Displeased with This Market and Selling Off This Strong 9% Dividend Stock
Shift in American Happiness: A significant decline in happiness among Americans has been observed, with the percentage of those feeling unhappy reaching a new high in 2022, which could impact investment behaviors and market perceptions.
Consumer Confidence Concerns: Despite low unemployment and rising incomes, consumer confidence remains lower than during the pandemic, indicating a growing sense of pessimism that could affect economic decisions and market trends.
Market Misinterpretation of Sentiment: Traditional indicators of fear and greed in the market may no longer be reliable, as negative attitudes do not necessarily predict sell-offs, presenting opportunities for contrarian investors to capitalize on market overreactions.
Investment Opportunities in CEFs: Closed-end funds (CEFs) like the Liberty All-Star Growth Fund (ASG) are currently undervalued due to heightened investor caution, offering attractive yields and potential for price recovery as market sentiment shifts.
Two High-Yield Investments (Reaching 20.9%) That May Be Deceptive (Plus a Reliable 9% Payer)
Bankruptcy Impact on BDCs: The bankruptcy of auto-parts supplier First Brands has raised concerns about business development companies (BDCs), which provide loans to small and mid-sized firms, leading to fears of more issues in the private-credit market.
Caution Against High-Yield BDCs: Investors are advised to be cautious of BDCs like Blue Owl Capital and Prospect Capital Corp, which have high fees and poor long-term performance, making them less attractive despite their high yields.
Alternative Investment Recommendation: The Liberty All-Star Growth Fund (ASG) is highlighted as a better investment option, offering a 9% dividend and a significant discount to NAV, outperforming BDCs in total return.
Upcoming Investment Opportunities: The author plans to release a "mini-portfolio for 2026" featuring four high-yield closed-end funds (CEFs) with an average yield of 9.2% and potential for over 20% price upside, encouraging readers to access this information.
