On The Blogs

Investment Ideas

Not Too Late: Convertibles Still Undervalued

August 15, 2018

Even after a year of strong performance, the convertible securities market was trading near the lower end of its historical valuation range as of 7/30/18.

Investment Team Voices

China’s Economy Is Taking Its Preventive Medicine

August 09, 2018

Nick Niziolek discusses why Chinese companies remain well represented in Calamos’ global and international portfolios, and how our team is managing potential risks.


Calamos Alternative Snapshot

August 13, 2018

Alts Debut in the Great White North

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.