CPZ News and Press, Calamos Long/Short Equity & Dynamic Income Trust From 01/20/23

Summary Bonds are back, offering the highest yields in over a decade. With an emphasis on a fixed income, my portfolio is positioned for weaker growth but stronger markets in 2023. Using an income-compounding approach, I can continue to grow my future income stream for retirement by...

Summary Calamos offers seven different closed-end funds, all with some overlap. CHY and CHI seem to have the most overlap of the group. Today, we are looking at just how similar they are and deciding if either is a better deal at this time. Written by Nick Ackerman, co...

Calamos Long/Short Equity & Dynamic Income Trust is a fairly new closed-end fund that IPO-ed in November 2019. The fund falls in the global multi-asset bucket since it can invest in both equities and fixed income on a global basis. Currently, the fund has a 70% equities alloca...

The current market environment presents challenges to income-oriented investors. CPZ provides the opportunities, a differentiated investment, featuring a long/short equity strategy in the current market. CPZ's unique strategy in the closed-end fund space, particularly with the way...

We previously discussed Buffett's explanation for why smart people go broke. We then made the connection to why we generally don't buy CEFs. However, this does not mean that investors should never buy any CEFs under any circumstances. Back in March, we wrote : ...

The Calamos Strategic Total Return Fund primarily invests in common and preferred stocks of companies across all market capitalizations, convertible securities, and high yield corporate bonds. Of the five Calamos Closed-End Funds across various but related strategies, with 10 years of...

Warren Buffett once listed the only 3 ways that a smart person can go broke. We zero in on one of those reasons to explain why it is so dangerous for investors. We then make the connection to why we don't buy CEFs. For further details see: Buffett Warns Of How Smart Peop...

There are several reasons why closed-end funds can pay higher distribution yields to investors. Closed-end funds can invest in more complex investments and include leverage or other strategies to help generate higher yields. These more stable payouts from these funds can be a mass...

The war in Ukraine and its impact on oil prices leaves few safe options for investors seeking high yield while preserving capital. I look at 2 CEFs and a Treasury Bond that is indexed to inflation for investors to consider that offer high-income yields and relative safety. I belie...

Long/Short funds continue to be a type of fund that I can't fully get behind, but have to concede that it has been working this year. It's only been a short period since the beginning of the year but showing any positive returns is better than the market thus far. The monthly dist...