Calamos Long/Short Equity & Dynamic Income Trust (CPZ)
NASDAQ (NGS) NASDAQ (NGS) Primary Summary
CPZ Chart
Looking for $500 Per Month? Invest $20K in These 3 CEFs
Closed End Funds (CEFs) offer a combination of portfolio mitigation risk diversification and active management.
CPZ: 4 Reasons Why I Would Avoid This CEF
Calamos Long/ Short Equity & Dynamic Income Trust is a complex and high fee fund which offers investors exposure to equities, preferred stock, and fixed income. CPZ has delivered weak risk-adjusted performance, underperforming both the S&P 500 and peer long/short funds while exhibiting higher volatility. The fund is tax-inefficient which makes it less attractive for taxable investors compared to other products.
Buy CPZ For Better Zzzs At Night
Consider the Calamos Long/Short Equity & Dynamic Income fund for less market volatility while trading at a current -10% discount. CPZ offers a unique mix: Long stocks, long corporate bonds, and shorts mostly the S&P 500, with an 11% current market yield paid monthly. CPZ uses leverage, a 33% bond portfolio, and only needs to cover a 9.8% NAV yield to maintain its 11% annualized current market yield.
Calamos Long/Short Equity & Dynamic Income Trust (CPZ) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Calamos Long/Short Equity & Dynamic Income Trust ever had a stock split?
Calamos Long/Short Equity & Dynamic Income Trust Profile
| Capital Markets Industry | Financials Sector | John Peter Calamos CEO | NASDAQ (NGS) Exchange | 12812C106 CUSIP |
| US Country | - Employees | 12 Dec 2025 Last Dividend | - Last Split | - IPO Date |
Overview
The Calamos Long/Short Equity & Dynamic Income Trust is a diversified, closed-end management investment company founded on September 21, 2017, with its headquarters in Naperville, Illinois. This company specializes in seeking to provide its investors with current income alongside risk-managed capital appreciation. It achieves this through a delicate balance of providing hedged market exposure via a global long and short equity strategy that has withstood the test of time. The firm's focus on generating dynamic income, while also applying long and short equity strategies, makes it a unique entity in the investment management landscape.
Products and Services
- Current Income Generation:
- Risk-Managed Capital Appreciation:
- Hedged Market Exposure through Global Long/Short Equity Strategy:
Through its investment strategies, Calamos Long/Short Equity & Dynamic Income Trust aims to generate current income for its investors. This involves deploying capital in a variety of income-generating securities and instruments, which could include, but are not limited to, dividend-paying stocks, bonds, and other fixed income investments, allowing for a steady stream of income.
The firm employs a risk-managed approach to capital appreciation. This involves carefully selecting investments that not only have the potential for price appreciation but also have manageable levels of risk. This strategy seeks to grow the capital of the investors while minimizing exposure to significant market downturns.
One of the core strategies of the Calamos Long/Short Equity & Dynamic Income Trust is its global long/short equity strategy. This strategy involves going long on equities that are undervalued and shorting equities that are overvalued. The global approach allows the company to tap into opportunities in various markets around the world. This is complemented by hedging strategies to reduce market exposure and volatility, aiming to protect investments against downturns and enhancing returns under various market conditions.
