Liberty All-Star Growth Fund
NYSE:ASGLiberty 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.
Templeton Emerging Markets Fund
NYSE:EMFTempleton Emerging Markets Fund is a closed-ended equity mutual fund launched by Franklin Resources Inc. The fund is managed by Templeton Asset Management Ltd. It invests in the public equity markets of emerging market countries across the globe. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value stocks of companies. The fund employs fundamental analysis with a focus on such factors as long-term earnings, asset value, and cash flow potential to create its portfolio. It benchmarks the performance of its portfolio against the MSCI Emerging Markets Index. Templeton Emerging Markets Fund was formed on February 26, 1987 and is domiciled in the United States.
Oxford Square Capital
NASDAQ:OXSQOxford Square Capital Corp. is a business development company, operates as a closed-end, non-diversified management investment company. It is a private equity and mezzanine firm. The firm invests in both public and private companies. It invests in secured and unsecured senior debt, subordinated debt, junior subordinated debt, preferred stock, common stock and syndicated bank loans. The firm primarily invests in debt and/or equity securities of technology-related companies that operate in the computer software, Internet, information technology infrastructure and services, media, telecommunications and telecommunications equipment, semiconductors, hardware, technology-enabled services, semiconductor capital equipment, medical device technology, diversified technology, and networking systems sectors. It concentrates its investments in companies having annual revenues of less than $200 million and a market capitalization or enterprise value of less than $300 million. The firm invests between $5 million and $30 million per transaction. It seeks to exit its investments within 7 years. It serves as the investment adviser to TICC. Oxford Square Capital Corp., formerly known as TICC Capital Corp., was founded in 2003 and is headquartered in Greenwich, Connecticut.
Putnam Master Intermediate Income Trust
NYSE:PIMPutnam Master Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the fixed income markets of the United States. The fund invests in bonds of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Barclays Capital Government/Credit Bond Index. Putnam Master Intermediate Income Trust was formed on April 29, 1988 and is domiciled in the United States.
The Zweig Fund
NYSE:ZFVirtus Total Return Fund Inc. is a closed ended balanced mutual fund launched by Virtus Investment Partners, Inc. The fund is co-managed by Virtus Investment Advisers, Inc., Newfleet Asset Management LLC, and Duff & Phelps Investment Management Co. It invests in the public equity and fixed income markets across the globe. The fund invests in the stocks of companies operating across communications, utility, energy, and transportation sectors. It invests in undervalued sectors of the bond market for its fixed income investments. The fund benchmarks the performance of its portfolio against the 60% MSCI World Infrastructure Sector Capped Index and 40% Barclays Capital U.S. Aggregate Bond Index. It was formerly known as The Zweig Fund, Inc. Virtus Total Return Fund Inc. was formed on February 24, 2005 and is domiciled in the United States.