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Calamos Long/Shrt Eqty&DycIncmTrmTst
2020 Calamos Ct
Phone: (630) 245-7200p:630 245-7200 NAPERVILLE, IL  60563-3284  United States Ticker: CPZCPZ

Business Summary
Calamos Long/Short Equity & Dynamic Income Trust (CPZ) is a closed-end fund that seeks to provide current income and risk-managed capital appreciation. The Fund seeks to provide hedged market exposure built around a global long/short equity strategy. The Fund normally invests at least 80% of its managed assets in a globally diversified portfolio of equity securities, including common stock, preferred stock, convertible securities, and exchange-traded funds (ETFs). At least 50% of the portfolio’s managed assets may be invested in the long/short equity strategy. The Fund may invest up to 20% of its managed assets opportunistically in globally diversified income-producing securities, including high-yield and investment-grade corporate securities, leveraged loans, distressed debt securities, securitized products, United States treasuries and sovereign debt issued by foreign governments (the Fixed Income Sleeve). The Fund’s investment advisor is Calamos Advisors LLC (Calamos Advisors).
(Source: PROSPECTUS)

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
Yes------

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
10/31/202310/31/2023YesYes---

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board of Trustees, President John P.Calamos 83 1/1/2017 1/1/2017
Chief Compliance Officer Mark J.Mickey 72 1/1/2017 1/1/2017
Vice President, Secretary J. ChristopherJackson 72 1/1/2017 1/1/2017
11 additional Officers and Directors records available in full report.

General Information
Outstanding Shares: 19,632,194 (As of 10/31/2023)
Stock Exchange: NASD
Fax Number: (302) 655-5049


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Tuesday, April 23, 2024