Calamos Investments - Education & Planning


Tax Center

The Tax Center page includes general and fund-specific tax information, and provides investors in Calamos Open-End Mutual Funds or Closed-End Funds with information about distributions, additional federal and state reporting requirements, and more.  Go to Tax Center

Published Book Excerpts

Convertible Securities: The Latest Instruments, Portfolio Strategies and Valuation Analysis  

by John P. Calamos, Sr.

Combining the fixed-income benefits of a bond with the capital appreciation potential of a stock in one security, convertibles have nonetheless been slow to catch on with the general investing public. Today, with the world economy in the midst of another great wave of emerging growth, and companies pursuing every avenue to find that growth, the convertible market is becoming more important than ever.  Read more

Convertible Arbitrage: Insights and Techniques for Successful Hedging

by Nick P. Calamos

Nick P. Calamos identifies the theories and practices in managing a convertible arbitrage strategy, explaining how they help boost returns while potentially decreasing risk - no matter what the market is doing.  Read more

Calamos Strategy: An Economic Enterprise Value Approach

Calamos Investments' long-term investment strategy is based on our philosophy that the markets operate in a way that caters to using several methods of analysis. Our approach combines academic theory and real-world experience to determine the economic enterprise value of a company. Our investment management team can then value all securities within a corporate capital structure.  Read more about Calamos Strategy


Definitions of financial and investment terms.  Go to Glossary



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