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Upturn AI SWOT - About
Calamos LongShort Equity & Dynamic Income Trust (CPZ)
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Upturn Advisory Summary
09/17/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 20.78% | Avg. Invested days 94 | 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 09/17/2025 |
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 launched to provide a high level of current income and the potential for capital appreciation through a combination of long and short equity positions.
Core Business Areas
- Long/Short Equity Investing: Invests in a portfolio of both long and short equity positions to generate income and capital appreciation. Focuses on identifying undervalued and overvalued securities.
- Dynamic Income Generation: Employs strategies to generate income from various sources, including dividends, distributions, and options writing.
Leadership and Structure
The fund is managed by investment professionals at Calamos Investments. Specific individuals are responsible for portfolio management decisions, guided by the firm's investment philosophy.
Top Products and Market Share
Key Offerings
- Closed-End Fund: CPZ is a closed-end fund, meaning it issues a fixed number of shares in an initial public offering (IPO) and then trades on the secondary market. Market share is not directly applicable to closed-end funds as they are not product based but the fund does participate in a competitive market with other closed-end funds and ETFs. Competitors include other closed-end funds and ETFs with similar investment strategies.
Market Dynamics
Industry Overview
The closed-end fund industry is competitive, with numerous funds offering various investment strategies. The industry is influenced by market conditions, interest rates, and investor sentiment.
Positioning
CPZ is positioned as an income-generating investment with a focus on long/short equity strategies. Its competitive advantage lies in Calamos Investments' expertise in managing long/short portfolios.
Total Addressable Market (TAM)
The TAM for investment funds, including closed-end funds, is trillions of dollars globally. CPZ's AUM is a small fraction of this TAM. Positioning is reliant on performance and investor confidence in Calamos.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Long/Short Strategy Provides Flexibility
- Focus on Income Generation
Weaknesses
- Closed-End Fund Structure Can Lead to Discount/Premium to NAV
- Reliance on Managerial Expertise
- Higher Expense Ratios Compared to Some ETFs
Opportunities
- Increased Demand for Income-Generating Investments
- Market Volatility Can Create Opportunities for Long/Short Strategies
- Potential for Enhanced Returns Through Options Writing
Threats
- Market Downturns Can Negatively Impact Performance
- Rising Interest Rates Could Reduce Demand for Fixed Income Alternatives
- Increased Competition from Other Investment Products
Competitors and Market Share
Key Competitors
- Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG)
- BlackRock Enhanced Equity Dividend Trust (BDJ)
- Liberty All-Star Equity Fund (USA)
Competitive Landscape
CPZ competes with other closed-end funds and ETFs that offer similar income-generating and long/short strategies. Success depends on performance, expense ratios, and investor confidence.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily determined by the fund's ability to generate attractive returns and maintain or increase AUM.
Future Projections: Future growth depends on market conditions, investment strategy execution, and investor demand.
Recent Initiatives: Initiatives will depend on Calamos' strategic plans, such as adjustments to investment strategy or marketing efforts.
Summary
Calamos LongShort Equity & Dynamic Income Trust is a closed-end fund seeking to generate income and capital appreciation through long/short equity strategies. Its performance is heavily influenced by market conditions and Calamos Investments' investment expertise. Key strengths include an experienced management team and a flexible investment approach. Investors should be aware of the potential for discount/premium to NAV and the impact of market volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Calamos Investments Website
- SEC Filings
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and 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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