Convertible Bonds Offer An Asymmetric Return Profile

May 1, 2018

Eli Pars, Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Senior Co-Portfolio Manager, points out the potential of convertible bonds to “generate returns similar or better than the equity market with substantially less volatility.”

Defensive Equity vs. Fixed Income Alternative

May 1, 2018

Dave O’Donohue, Senior Vice President, Co-Portfolio Manager, explains how the two hedging strategies have different risk profiles and return expectations.

Pursuing 2 Strategies to Generate Alpha

May 1, 2018

Jason Hill, Senior Vice President, Co-Portfolio Manager, characterizes the strategy as having two primary components, an option-hedge portion and an S&P replication basket.

Going Beyond the Benchmark Helps Discover Opportunities Early

May 1, 2018

Along with his team, Nick Niziolek, Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager, looks for companies that are benefiting from secular tailwinds, regardless of market cap.

Convertibles: For An Equity or Bond Allocation

May 1, 2018

Eli Pars, Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Senior Co-Portfolio Manager, explains how convertible securities can be used as part of a core equity allocation or as a fixed income alternative.

Why We Like Unrated Convertibles

May 1, 2018

“We often like those credits,” says Eli Pars, Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Senior Co-Portfolio Manager, noting their position in the capital structure and their significant presence within the convertibles market.

Active Management to Construct a Better Hedge

May 1, 2018

Dave O’Donohue, Senior Vice President, Co-Portfolio Manager, points out how a more active, more flexible management approach helps set Calamos apart.

Our “North Star” Trade

May 1, 2018

Jason Hill, Senior Vice President, Co-Portfolio Manager, describes how this model trade serves as “a compass.”

A Better Way?

January 19, 2018

Robotics and automation solutions are being adopted by emerging economies eager to boost their productivity while controlling their expenses, says Nick Niziolek, Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager.