On The Blogs

Investment Ideas

CIHEX Played Defense in the First Half—and Finished Ahead of the S&P 500

July 13, 2018

Calamos Hedged Equity Income Fund (CIHEX) is a defensive equity strategy that worked in the first six months of 2018.

Investment Team Voices

Avoiding the (Yield) Curve Ball

July 12, 2018

Co-CIO Matt Freund discusses yield curves and the economy, including why an inverted yield curve isn’t a reason to re-write the fundamental principles of long-term investing.


Calamos Alternative Snapshot

July 16, 2018

Morningstar Alts Fund Is One of 9 Cleared to Launch

Convertible Guide

Our 32-page Convertible Securities: Structures, Valuation, Market Environment and Asset Allocation guide (PDF) is a resource on how convertible bonds work. It’s written by Calamos Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr.

The Morningstar Market Neutral Category represents funds that attempt to eliminate the risks of the market by holding 50% of assets in long positions in stocks and 50% of assets in short positions.

The Morningstar Foreign Large Growth Category is comprised of funds that seek capital appreciation by investing in large international stocks that are growth-oriented. Large-cap foreign stocks have market capitalizations greater than 5 billion. Growth is defined based on high price/book and price/cash flow ratios, relative to the MSCI EAFE Index. These funds typically will have less than 20% of assets invested in U.S. stocks.