Once we understand your unique circumstances, we construct an asset allocation that draws upon our capabilities across asset classes.
Our investment team applies its risk-managed approach to opportunities across the capital structure (equities, convertibles and fixed-income securities). Our proprietary research encompasses both U.S. and non-U.S. markets.
A Broad Range of Capabilities
When we construct your asset allocation, our goal is to maximize return potential consistent with your tolerance for risk. Typically, your portfolio will be diversified among a variety of asset classes and security types. We will evaluate your asset allocation on an ongoing basis, making adjustments in response to your changing needs and evolving market opportunities.
Our clients come to us with a wide array of goals and needs. Because of this, we develop asset allocation solutions with varying risk/reward profiles. For some clients, we create conservative strategies that focus on capital preservation and current cash flow. For other clients, such as families with multi-generational goals, we construct portfolios with a greater emphasis on growth of capital.
An Individualized Approach to Asset Allocation*
*Every Individual’s investment plan is unique, and will vary due to many factors, including but not limited to age, risk tolerance, investment goals/objectives, liquidity needs and other factors. Investing involves risk, including potential loss of principal. Diversification does not insure against market loss.
The Calamos process seeks to manage risk at the security, industry, sector and asset class levels. We carefully consider each investment independently and within the constructs of the portfolio as a whole. Your asset allocation will also reflect our thematic and macro-economic views.
We do not believe in market timing or making short-term tactical moves. We believe in remaining fully invested and focused on the long term. Calamos has historically emphasized proprietary strategies, as we believe the transparency of proprietary strategies enhances our ability to capitalize on emerging opportunities and to control risk. When appropriate, we may selectively include non-proprietary investment vehicles.