Senior Vice President, Head of Portfolio Specialists24 years of industry experience
As head of the investment team’s portfolio specialist group, Scott is responsible for communicating our investment process and strategy, macroeconomic perspectives, strategy performance, positioning, and risk attribution to clients, consultants, and other stakeholders and investors in the firm’s strategies. In addition, he provides our co-portfolio managers and co-chief investment officers with analysis of portfolio activity, positioning, and risk attribution. Prior to joining Calamos in 2003, Scott worked at Merrill Lynch Investment Managers (MLIM) as an equity portfolio strategist and was the senior strategist for MLIM’s U.S. value equity portfolios. Previously, he was a senior product manager and a financial analyst with Van Kampen Funds. He received a B.A. in Finance from the University of Illinois. In addition to being a CFA charterholder, he holds a Series 7 license.
Recent data supports our view that the expectations for many safety stocks and dividend stocks/bond surrogates have been too high.
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