Calamos LongShort Equity & Dynamic Income Trust Long-term Investment Intensity

Latest as of October 2025: 115.5%

Calamos LongShort Equity & Dynamic Income Trust long-term investment intensity. Calamos LongShort Equity & Dynamic Income Trust (CPZ) has a Long-term Investment Intensity of 115.5% as of October 2025. Long-term investments of $774.99 Million represent 115.5% of total assets of $671.26 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Read CPZ total liabilities for a breakdown of total debt and financial obligations.

LT Investment Intensity

115.5%
LT Investments / Total Assets

Long-term Investments

$774.99 Million
USD

Total Assets

$671.26 Million
USD

Country

USA
NASDAQ

Long-term Investment Intensity of Calamos LongShort Equity & Dynamic Income Trust (2020–2025)

Long-term investment intensity of Calamos LongShort Equity & Dynamic Income Trust from 2020 to 2025. This chart shows how Calamos LongShort Equity & Dynamic Income Trust's Long-term Investment Intensity has evolved across 6 annual periods from 2020 to 2025. As of October 2025, the intensity stands at 115.5%, reflecting long-term investments of $774.99 Million against total assets of $671.26 Million USD.

Calamos LongShort Equity & Dynamic Income Trust Long-term Investment Intensity by Year (2020–2025)

Calamos LongShort Equity & Dynamic Income Trust long-term investment intensity by year from 2020 to 2025. The table below presents the year-by-year Long-term Investment Intensity for Calamos LongShort Equity & Dynamic Income Trust from 2020 to 2025, covering 6 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see total assets of Calamos LongShort Equity & Dynamic Incom.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2025 115.5% $774.99 Million $671.26 Million ▲ +56.7 pp
2024 58.8% $426.50 Million $725.43 Million ▼ -0.5 pp
2023 59.3% $425.41 Million $717.56 Million ▼ -2.0 pp
2022 61.3% $450.03 Million $734.07 Million ▼ -9.4 pp
2021 70.7% $548.12 Million $774.80 Million ▼ -10.2 pp
2020 80.9% $438.45 Million $541.76 Million —
pp = percentage points