On The Blogs

Investment Ideas

The Drivers of Convertible Bonds’ Short and Long-Term Performance

May 11, 2018

Active management of multiple variables unique to convertible securities is what results in long-term performance—and the value that the asset class can provide to an investment portfolio.

Investment Team Voices

Rise of the Robots: An Investment Opportunity Centered on Japan

May 07, 2018

Japan’s expertise in robotics highlights the benefits of a global approach to growth.

Newsletter

Calamos Alternative Snapshot

May 21, 2018

MPT Not for Individual Investors?

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.