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Upturn AI SWOT - About
Calamos LongShort Equity & Dynamic Income Trust (CPZ)
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Upturn Advisory Summary
10/29/2025: CPZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 17.65% | Avg. Invested days 96 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/29/2025 |
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 LLC. It was established to provide a combination of capital appreciation and current income through a managed portfolio of equities and other securities.
Core Business Areas
- Closed-End Fund Management: Manages a portfolio of long and short equity positions, aiming for capital appreciation and income.
- Dynamic Income Generation: Focuses on generating income through a mix of dividend-paying stocks, convertible securities, and other income-producing assets.
Leadership and Structure
Calamos Investments LLC serves as the investment advisor. The fund is overseen by a board of trustees, with various portfolio managers responsible for investment decisions.
Top Products and Market Share
Key Offerings
- Closed-End Fund (CPZ): CPZ is a closed-end fund that employs a long-short equity strategy. It aims to generate both capital appreciation and income. Data on specific market share is not directly available as it's a fund, not a product. Competitors include other closed-end funds with similar strategies like Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) and BlackRock Enhanced Equity Dividend Trust (BDJ).
Market Dynamics
Industry Overview
The closed-end fund industry is characterized by fluctuating asset values, investor sentiment, and interest rate environments. Funds are affected by market volatility and manager skill.
Positioning
CPZ differentiates itself through its long-short equity strategy and focus on dynamic income. Its competitive advantage lies in Calamos Investments' expertise in managing complex investment strategies.
Total Addressable Market (TAM)
The total addressable market is the overall value of assets under management (AUM) within closed-end funds, worth hundreds of billions of dollars. CPZ's position depends on its AUM relative to the broader market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Long-Short Equity Strategy
- Dynamic Income Focus
- Active Management
Weaknesses
- Market Volatility Sensitivity
- Management Fees
- Potential for Underperformance
- Complexity of Investment Strategy
Opportunities
- Increased Demand for Income-Generating Assets
- Market Inefficiencies Exploitation
- Expansion of Investment Mandate
- Growing AUM
Threats
- Economic Downturn
- Interest Rate Hikes
- Increased Competition
- Regulatory Changes
Competitors and Market Share
Key Competitors
- EXG
- BDJ
- GOF
- PTY
Competitive Landscape
CPZ operates in a competitive market for closed-end funds. It faces competition from other funds with similar strategies and investment objectives.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is reflected in the fund's AUM and total return performance. Data is available in the fund's annual reports.
Future Projections: Future projections depend on market conditions and the fund's ability to generate returns. Analyst estimates are available from financial data providers.
Recent Initiatives: Recent initiatives include adjustments to the portfolio allocation and investment strategy.
Summary
Calamos LongShort Equity & Dynamic Income Trust (CPZ) offers a blend of capital appreciation and income through a long-short equity strategy. Market volatility and management fees present challenges, while demand for income and strategic investment adjustments offer opportunities. CPZ's performance relies heavily on market conditions and the expertise of its management team in navigating complex investment landscapes. Potential investors should carefully assess the fund's risks and benefits.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Calamos Investments LLC
- SEC Filings
- Financial Data Providers (e.g., Bloomberg, Reuters)
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. 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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