Calamos Long/Short Equity & Dynamic Income Trust Q3 2025 Commentary
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Calamos Investments555 FollowersFollow5ShareSavePlay(26min)CommentsSummaryCPZ is an innovative solution for investors seeking income and capital appreciation in a complex and volatile financial world.For the quarter ending September 30, 2025, the fund's total return was 0.54% on NAV and 2.38% on market price.AI will either create more losers than winners among today's technology leaders, and the incremental revenue opportunity is mightily exaggerated.We recognize the power of the AI narrative, yet we believe now is the moment for a more risk-adjusted, tactical approach to managing this exposure. Andrey Bukreev/iStock via Getty Images Q3 2025 Fund Performance Summary For the quarter ending September 30, 2025, the fund's total return was 0.54% on NAV and 2.38% on market price versus a 4.33% return for the blended comparator index (30% MSCI ACWI Index, 20% ICE BofA All USThis article was written byCalamos Investments555 FollowersFollowCalamos Investments is a diversified global investment firm offering innovative investment strategies including U.S. growth equity, global equity, convertible, multi-asset and alternatives. The firm offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund and UCITS funds. Clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area, the firm also has offices in London, New York and San Francisco. For more information, please visit www.calamos.com.