Company Description
Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC.
The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States.
The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in common and preferred stocks of companies across all market capitalizations, convertible securities, and high yield corporate bonds with an average credit rating of BB as rated by S&P.
The fund employs both fundamental and quantitative analysis with a combination of bottom-up and top-down security picking approaches to create its portfolio.
Calamos Strategic Total Return Fund was formed on December 31, 2003 and is domiciled in the United States.
| Country | United States |
| Founded | 2003 |
| Industry | Asset Management |
| Sector | Financials |
| CEO | John Peter Calamos Sr. |
Contact Details
Address: 2020 Calamos Court Naperville, Illinois 60563-2787 United States | |
| Phone | 630-245-7200 |
| Website | fundinvestor.calamos.com |
Stock Details
| Ticker Symbol | CSQ |
| Exchange | NASDAQ |
| Fiscal Year | November - October |
| Reporting Currency | USD |
| CIK Code | 0001275214 |
| CUSIP Number | 128125101 |
| ISIN Number | US1281251017 |
| Employer ID | 04-3785941 |
Key Executives
| Name | Position |
|---|---|
| John Peter Calamos Sr. | President and Trustee |
| Robert Francis Behan C.F.A. | President and Head of Global Distribution |
| Rudolf Matthew Freund C.F.A. | Co-Portfolio Manager |
| Nimish S. Bhatt | Chief Financial Officer, Senior Vice President and Treasurer |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Dec 16, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Nov 14, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Nov 12, 2024 | SCHEDULE 13G/A | Filing |
| Nov 8, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Sep 30, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Aug 30, 2024 | SC 13G | Statement of acquisition of beneficial ownership by individuals |
| Aug 30, 2024 | N-PX | Annual Report of proxy voting record of management investment companies |
| Aug 2, 2024 | N-23C-2 | Filing |
| Jul 1, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Jun 27, 2024 | N-CSRS | Filing |