CGO: An 8%+ Yield, 9% Discount, And Global Equity And Fixed Income Exposure

Calamos Global Total Return Fund offers a globally diversified, hybrid portfolio with a current yield of 8.03% and a -9.12% discount to NAV. CGO's 50% international allocation positions it to benefit if non-U.S. markets continue to outperform, as seen in 2025. The CGO fund's managed distribution is primarily funded by capital gains; NAV stability or growth is the key.

Seeking Alpha • Jan 18, 2026

CGO: Deep Discounts Present An Opportunity To Accumulate

Calamos Global Total Return Fund remains a buy due to its deeply discounted 9.13% NAV, despite positive price momentum and robust 8% yield. CGO offers global diversification, blending equities, convertibles, and bonds, with top holdings in TSM, NVDA, GOOG, and MSFT, and a 31.75% leverage ratio. The fund's distributions rely entirely on net realized gains, as net investment income remains negative and vulnerable to higher interest rates.

Seeking Alpha • Jan 15, 2026

Cogeco Inc. (CGO:CA) Q1 2026 Earnings Call Transcript

Cogeco Inc. (CGO:CA) Q1 2026 Earnings Call Transcript

Seeking Alpha • Jan 15, 2026

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

CSQ to Raise Monthly Distribution METRO CHICAGO, Ill. , Dec. 18, 2025 /PRNewswire/ -- Calamos Investments®* has announced monthly distributions and sources of distributions paid in 2026 to shareholders of its seven closed-end funds (the Funds) pursuant to the Funds' respective distribution plans.

PRNewsWire • Dec 18, 2025

CGO: 8% Yield, 10% Discount On U.S. And Global Assets

Calamos Global Total Return offers an 8% yield, global diversification, and trades at a 10% discount to NAV, well below historical averages. CGO's portfolio blends equities, convertibles, and high-yield bonds, with top holdings including TSM, NVDA, and Microsoft, and strong sector and regional diversification. Distribution coverage has improved, with recent payouts well supported by net realized gains and no return of capital in 2025 distributions.

Seeking Alpha • Oct 31, 2025

Cogeco Inc. (CGO:CA) Q4 2025 Earnings Call Transcript

Cogeco Inc. ( CGO:CA ) Q4 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Patrice Ouimet - Chief Financial Officer Frederic Perron - President, CEO & Director Conference Call Participants Aravinda Galappatthige - Canaccord Genuity Corp., Research Division Vince Valentini Jerome Dubreuil - Desjardins Securities Inc., Research Division Matthew Griffiths - BofA Securities, Research Division Maher Yaghi Drew McReynolds - RBC Capital Markets, Research Division Presentation Operator Good day, and welcome to Cogeco Inc. and Cogeco Communications Inc. Q4 2025 Earnings Conference Call. Today's conference is being recorded.

Seeking Alpha • Oct 30, 2025

CGO: Discounted Valuation Makes Entry Here Attractive

CGO currently trades at an attractive discount to NAV, offering a compelling entry point for long-term investors. The fund's high 8.2% yield and global diversification make it appealing for income-focused portfolios, despite recent inconsistent earnings. Performance has been suppressed by high interest rates and less efficient leverage, but rate cuts could be a strong catalyst for recovery.

Seeking Alpha • Jul 15, 2025

CGO: International Exposure A Plus, But Tech Exposure Weighs On Performance

The Calamos Global Total Return Fund offers a 9.23% yield, higher than major equity and bond indices, making it attractive for income investors. Despite its high yield, the fund underperforms its peers and major indices, partly due to its significant U.S. tech exposure and leverage. The fund's allocation to global assets and convertible securities aims to balance income and volatility, but recent performance has been disappointing.

Seeking Alpha • Apr 30, 2025

CGO: U.S. Dollar And Economic Strength Could Drag On Foreign Stocks

The Calamos Global Total Return Fund offers a high yield of 8.47% but has not managed to deliver the strong performance as its domestic-only version. Despite its lower yield compared to peers, the fund's recent performance shows potential, though its international diversification may be a near-term headwind due to a strong U.S. dollar. The fund employs significant leverage (35.27%) to boost returns, but this also increases risk and volatility, making it less appealing for risk-averse investors.

Seeking Alpha • Feb 5, 2025

CGO: Revisiting This Fund Following The Election

The Calamos Global Total Return Fund yields 8.23% but has underperformed the MSCI World Index, making it less appealing for core portfolio positions. The fund's recent performance has been disappointing, with a 1.17% share price increase, underperforming both the S&P 500 and MSCI World Index. The United States may be poised to outperform foreign markets over the next year or two, yet this fund appears to be decreasing its U.S. exposure.

Seeking Alpha • Nov 18, 2024