Company

  • Firm Overview
    • Calamos Investments is a global investment firm committed to excellence in investment management and client services
    • A global investment platform with focused, experienced teams, specialized by investment discipline
    • Serving the needs of institutional and individual investors for over 30 years
    • Offering a range of global investment solutions to work with a client's asset allocation framework
      • Equity
      • Fixed Income
      • Convertibles
      • Alternatives
    • Publically listed, employee owned

    Summary

    • Global strategies, global clients, global commitment
    • Based in Naperville, Illinois
    • Experience dating to the 1970s
    • Total Assets^ of $26.1 billion
    • 361 employees*, 78 investment professionals.
  • Clients

    Calamos serves the needs of institutional and individual investors around the world.

  • Management Team

    John P. Calamos, Sr.

    John P. Calamos, Sr.

    John P. Calamos, Sr., is chairman, chief executive officer and global co-chief investment officer of the firm he founded in 1977, and took public as Calamos Asset Management in 2004. A pioneer in investment strategies and techniques to help manage risk, Mr. Calamos created a reputation for using investment techniques to control risk, preserve capital and build wealth for clients over the long term.

    Mr. Calamos received his undergraduate degree in Economics and M.B.A. in Finance from the Illinois Institute of Technology. Joining the United States Air Force after graduation, he served as a combat pilot during the Vietnam War and ultimately earned the rank of Major. It was during his time in the Air Force that Mr. Calamos became intrigued by the risk management aspects of convertible bonds. By applying option price theory to the valuation of convertibles he was able to demonstrate the benefit of convertibles as part of an of investment strategy and began to attract institutional investors.

    Mr. Calamos won the Ernst & Young Entrepreneur Of The Year® award for the financial services sector, Lake Michigan Area program for 2006. He is a member of the Investment Analysts Society of Chicago. A frequent speaker at investment seminars and conferences, he has been often quoted as an authority on risk-managed investment strategies in Barron's, Fortune, Forbes, Pensions & Investments, Financial World, Nation's Business, The Wall Street Journal and on CNBC and Bloomberg Forum. Mr. Calamos has written two books: Investing in Convertible Securities: Your Complete Guide to the Risks and Rewards, and Convertible Securities: the Latest Instruments, Portfolio Strategies, and Valuation Analysis.

    Gary Black

    Gary Black

    Gary Black, Global Co-Chief Investment Officer of Calamos Investments, previously served as Chief Executive Officer, Chief Investment Officer, and founding member of Black Capital. Prior to that, he served as Chief Executive Officer of Janus Capital Group from January 2006 through July 2009, and as President and Chief Investment Officer from April 2004 to January 2006. Prior to joining Janus, Mr. Black was Chief Investment Officer of Global Equities at Goldman Sachs Asset Management, which he joined as a partner in June 2001. Prior to this role, Mr. Black headed GSAM's U.S. distribution efforts. Prior to joining Goldman Sachs, Mr. Black was Executive Vice President and head of Alliance Bernstein's global institutional business. He started his investment career in 1992 at Sanford C. Bernstein as a senior research analyst and was named top analyst in his sector for six consecutive years.

    Mr. Black earned an M.B.A. from Harvard Business School, and a B.S. Economics degree from the Wharton School of the University of Pennsylvania.

    Nimish S. Bhatt

    Nimish S. Bhatt

    Nimish Bhatt is responsible for all finance, accounting and tax areas of the company and of the Calamos funds. Before joining our predecessor company in 2004, he spent more than 20 years in accounting, tax and administration in the financial services industry. From 1996 to 2003, Bhatt worked for BISYS Investment Services, where he last served as senior vice president of alternative investment products, tax and quality assurance. Bhatt has a bachelor's degree in Advanced Accounting and Auditing and a law degree in Taxation from India's Gujarat University. He also has an MBA from The Ohio State University. Bhatt is a member of the Investment Company Institute's Accounting/Treasurer Committee and previously served as Chairman of the board of NICSA.

  • Mission & Values

    Calamos Mission

    Calamos Investments is a global firm committed to excellence in investment management and client service. Grounded in family values, Calamos provides its associates a challenging environment with the opportunity for personal and professional growth.

    Calamos Values

    • We communicate openly and honestly, providing ongoing and constructive feedback.
    • We think and act like owners, continually enhancing value for all stakeholders: associates, clients and shareholders.
    • We are committed to excellence, focusing on superior execution and continuous improvement.
    • We operate with trust and integrity, and treat each other with care and mutual respect.
    • We are client driven and committed to exceeding clients' needs and expectations.