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Upturn AI SWOT - About
Calamos LongShort Equity & Dynamic Income Trust (CPZ)
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Upturn Advisory Summary
08/14/2025: CPZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 20.12% | Avg. Invested days 89 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 316.27M USD | Price to earnings Ratio 6.03 | 1Y Target Price - |
Price to earnings Ratio 6.03 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 14.51 - 16.20 | Updated Date 06/29/2025 |
52 Weeks Range 14.51 - 16.20 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 10.43% | Basic EPS (TTM) 2.67 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 6.03 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 5.66 |
Enterprise Value - | Price to Sales(TTM) 5.66 | ||
Enterprise Value to Revenue 7.81 | Enterprise Value to EBITDA - | Shares Outstanding 19632200 | Shares Floating - |
Shares Outstanding 19632200 | Shares Floating - | ||
Percent Insiders 0.72 | Percent Institutions 51.81 |
Upturn AI SWOT
Calamos LongShort Equity & Dynamic Income Trust
Company Overview
History and Background
Calamos LongShort Equity & Dynamic Income Trust (CPZ) is a closed-end fund managed by Calamos Investments. It seeks to provide current income and capital appreciation by investing in a portfolio of equities and utilizing a long/short strategy.
Core Business Areas
- Equity Investments: Investing in a diversified portfolio of common stocks, both domestic and international.
- Options Strategy: Employing option writing strategies to generate income and potentially hedge against market volatility.
- Long/Short Strategy: Taking both long and short positions in equities to potentially profit from both rising and falling markets.
- High-Yield Corporate Bonds: Allocating a portion of the portfolio to high-yield debt securities to generate additional income.
Leadership and Structure
The fund is managed by a team of investment professionals at Calamos Advisors LLC. The investment team is responsible for asset allocation, security selection, and risk management.
Top Products and Market Share
Key Offerings
- Closed-End Fund: Calamos LongShort Equity & Dynamic Income Trust (CPZ) provides investors with a diversified portfolio of equities and debt securities managed using a long/short strategy. The fund operates within the broader closed-end fund market, but exact market share data is not readily available. Competitors include other closed-end funds with similar long/short equity and income strategies.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by market conditions, interest rates, and investor sentiment. Long/short equity strategies aim to provide downside protection during market downturns.
Positioning
CPZ is positioned as a provider of both income and capital appreciation through a dynamic investment strategy. Its competitive advantage lies in its experienced management team and flexible investment approach.
Total Addressable Market (TAM)
The total addressable market for actively managed investment funds is trillions of dollars. CPZ is positioned to capture a portion of this market by offering a unique combination of equity and income strategies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Flexible investment strategy
- Potential for downside protection
- Diversified portfolio
Weaknesses
- Management fees can reduce returns
- Complexity of long/short strategy
- Potential for underperformance in strongly rising markets
- Reliance on manager expertise
Opportunities
- Growing demand for income-generating investments
- Increasing market volatility
- Expanding into new asset classes
- Attracting new investors
Threats
- Increased competition from passive investment strategies
- Rising interest rates
- Economic recession
- Regulatory changes
Competitors and Market Share
Key Competitors
- Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY)
- BlackRock Enhanced Equity Dividend Trust (BDJ)
- Liberty All-Star Equity Fund (USA)
Competitive Landscape
CPZ competes with other closed-end funds for investor capital. Its success depends on its ability to deliver attractive risk-adjusted returns.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to market performance and investment strategy effectiveness.
Future Projections: Future growth is dependent on market conditions and the fund's ability to generate positive returns.
Recent Initiatives: Recent initiatives may include adjustments to asset allocation, changes in options strategy, and marketing efforts to attract new investors.
Summary
Calamos LongShort Equity & Dynamic Income Trust (CPZ) aims to provide income and capital appreciation through a dynamic investment strategy. Its strengths include experienced management and a flexible approach. However, it faces competition from passive strategies and reliance on managerial skill. Performance is subject to market volatility and effective execution of the long/short equity strategy, requiring investors to carefully consider risks and potential rewards.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings
- Company website
- Financial data providers
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is approximate and based on publicly available information. Investment decisions should be made in consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Calamos LongShort Equity & Dynamic Income Trust
Exchange NASDAQ | Headquaters Naperville, IL, United States | ||
IPO Launch date 2019-11-26 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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