Calamos Funds File Annual Shareholder Disclosures
Ticker: CHI · Form: DEF 14A · Filed: May 12, 2025 · CIK: 1171471
| Field | Detail |
|---|---|
| Company | Calamos Convertible Opportunities & Income Fund (CHI) |
| Form Type | DEF 14A |
| Filed Date | May 12, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, shareholder-meeting, corporate-governance
TL;DR
Calamos funds dropped their annual shareholder reports. Check for exec pay & governance details.
AI Summary
Calamos Convertible Opportunities & Income Fund, Calamos Strategic Total Return Fund, and Calamos Long/Short Equity & Dynamic Income Trust, all managed by Calamos Advisors LLC, filed their DEF 14A on May 12, 2025. These filings are related to their annual shareholder meetings and disclosures for the fiscal year ending October 31, 2025. The filings detail corporate governance, executive compensation, and other important information for investors.
Why It Matters
These filings provide crucial transparency for investors in the Calamos funds, detailing how the companies are run and how executive compensation is structured.
Risk Assessment
Risk Level: low — DEF 14A filings are routine disclosures and do not inherently represent new financial risks.
Key Numbers
- 20250512 — Filing Date (Date the DEF 14A was filed.)
- 1031 — Fiscal Year End (The fiscal year end for all listed Calamos funds.)
Key Players & Entities
- CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (company) — Filer
- CALAMOS STRATEGIC TOTAL RETURN FUND (company) — Filer
- Calamos Long/Short Equity & Dynamic Income Trust (company) — Filer
- Calamos Advisors LLC (company) — Investment Advisor
- 2020 CALAMOS COURT (location) — Business Address
- NAPERVILLE (location) — City
- IL (location) — State
FAQ
What is the primary purpose of a DEF 14A filing?
A DEF 14A filing, also known as a Definitive Proxy Statement, is filed by companies to solicit proxies from shareholders for their annual or special meetings, providing detailed information on matters to be voted upon, including director elections, executive compensation, and other corporate governance issues.
Which Calamos funds are included in this filing?
This filing includes Calamos Convertible Opportunities & Income Fund, Calamos Strategic Total Return Fund, and Calamos Long/Short Equity & Dynamic Income Trust.
Who is the investment advisor for these funds?
Calamos Advisors LLC is the investment advisor for these funds, as indicated by their shared business and mailing addresses.
When is the fiscal year end for these Calamos funds?
The fiscal year end for all three Calamos funds mentioned in the filing is October 31st.
What is the filing date of this DEF 14A?
The DEF 14A filing was made on May 12, 2025.
Filing Details
This Form DEF 14A (Form DEF 14A) was filed with the SEC on May 12, 2025 regarding CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI).