Calamos Investments - Mid Cap Growth

A mid-cap growth equity strategy that seeks to invest in common stocks of U.S. companies in high-growth industries.

Overview
Performance
Composition
Attribution
Availability

Key Differentiators

  • One Team, One Process
  • In-depth Capital Structure Analysis
  • Rigorous Top-Down and Fundamental Analysis
  • Opportunistic, Flexible Approach

Strategy Summary

Strategy: U.S. Mid-cap growth
Benchmark: Russell Mid Cap Growth Index
Inception: February 2003
Strategy AUM: $129.3 million*
As of 3/31/14

*Strategy AUM reflects all assets that are currently being managed (collectively) under the Calamos Mid Cap Growth Strategy.

Investment Process

  Process

Investment Team

Chief Investment Officers

John P. Calamos, Sr.
Chairman, CEO, Co-CIO

Nick P. Calamos
President of Investments, Co-CIO

Research Team*

Co-Heads of Research & Investments
Senior Strategy Sector Analysts
Senior Sector Analysts
Intermediate Analysts
Junior Analysts

Portfolio Analytics*

7 Portfolio Specialists

Infrastructure & Execution*

10 Trading
Risk Management Specialists
14 Investment IT

*Information is as of 3/31/14.

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The Fund is offered solely to non-U.S. investors under the terms and conditions of the Fund's current prospectus. The prospectus contains important information about the Fund and should be read carefully before investing. A copy of the full and simplified prospectus for the Fund may be obtained by clicking here, or by contacting the local Paying Agent listed by jurisdiction, or through the Fund's Transfer Agent, State Street Fund Services (Ireland) Limited, listed here.

Calamos is a registered investment adviser only in the U.S. and advisory services are not being offered directly, but may be available through select financial professionals in your local jurisdiction.

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