CPZ Outpaces S&P 500, VXA0 and MSCI World in Q1

Robert F. Bush, Jr.
April 9, 2021

Closed-end fund Calamos Long/Short Equity & Dynamic Income Trust (CPZ) may be an excellent idea for clients concerned about equity market volatility and high current market valuations, and in search of income that is not necessarily tied to high duration or low credit fixed income securities.

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Looking for Income? Don’t Overlook Closed-end Fund CPZ

Robert F. Bush, Jr.
January 14, 2021

With wide investment parameters by design, Calamos Long/Short Equity & Dynamic Income Trust (CPZ) may invest and participate in a plethora of investments and strategies seeking to not only optimize the total return and income aspects of the portfolio, but also potentially mitigate market risk across the spectrum of its investible assets.

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Indiscriminate Selling Has Driven Closed-end Fund Discounts, Creating Compelling Value

Robert F. Bush, Jr.
April 3, 2020

Robert Bush, Calamos Senior Vice President and Director of Closed-End Fund Products, points out that even with all the benefits attributable to closed-end funds—intraday trading, low financing costs of leverage, ability to be fully invested, and consistent source of income—they have some idiosyncrasies that present challenges, especially during extreme volatility.

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