Welcome to our dedicated page for Calamos Aksia Private Equity And Alternatives Fund Class I news (Ticker: CAPVX), a resource for investors and traders seeking the latest updates and insights on Calamos Aksia Private Equity And Alternatives Fund Class I stock.
The Calamos Aksia Private Equity & Alternatives Fund (CAPVX) represents an interval fund structure designed to bring private equity access to a broader investor base. This news page tracks developments related to the fund's portfolio, performance updates, and strategic announcements from its joint managers, Calamos Investments and Aksia.
Private equity interval funds generate distinct types of news compared to traditional stocks. Investors following CAPVX can expect coverage of fund performance reports, portfolio company developments, repurchase offer announcements, and regulatory filings. The fund's focus on co-investments and secondaries in buyout, growth equity, and venture capital creates exposure to underlying private company transactions that may generate material news.
As part of the AC Private Markets platform, CAPVX news may also include updates on the broader partnership between Calamos and Aksia, new fund launches, and developments in the registered alternatives space. The interval fund structure itself attracts attention as part of the growing trend toward democratizing alternative investments.
Monitor this page for shareholder communications, quarterly performance updates, distribution announcements, and any material changes to fund strategy or terms. For investors evaluating private equity exposure through registered fund structures, tracking CAPVX news provides insight into both this specific fund and the evolving landscape of accessible alternatives.
Calamos and Aksia have announced the launch of the Calamos Aksia Private Equity & Alternatives Fund (CAPVX), marking a significant expansion of their strategic partnership. The fund, which debuts on July 1, 2025, aims to democratize access to private equity investments through an innovative interval fund structure.
CAPVX enters the market with an established track record, having achieved a 25.5% return over nine months through April 30, 2025, outperforming the MSCI World index. The fund focuses on small and middle market co-investments and specialized secondaries, offering daily purchases and semi-annual liquidity. Notable features include a fee structure of 1.25% for the first year and 1.75% thereafter, with no incentive fees.
The launch coincides with the introduction of AC Private Markets, a new brand uniting Calamos and Aksia's expertise in liquid and institutional alternatives, respectively. The fund builds on the success of their previous offering, CAPIX, and aims to provide institutional-quality private market opportunities to a broader investor base, including non-accredited investors.
