Together, Calamos Investments and Giannis Antetokounmpo are creating a sustainable fund designed to generate investment and societal returns, based on one of the longest running ESG research programs in the nation. SROI is anticipated to list 2/6/2023.
Our teams are finding cause for cautious optimism as inflationary headwinds weaken and are identifying opportunities across asset classes. With an introduction from our Founder and Global Chief Investment Officer John P. Calamos, Sr.
Here’s why we call Calamos Market Neutral Income Fund (CMNIX) both consistent and resilient.
The Calamos Global Team’s bull case for emerging markets is supported by their analysis of a weaker US dollar, evolving monetary policy, China’s economic reopening, moderating inflation pressures and an expected acceleration in emerging markets’ economic growth relative to developed markets.
Across asset classes, Calamos funds have demonstrated strong risk-adjusted historical returns.
Among 131 Options Trading funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 3 stars for 3 years and 4 stars for 5 years out of 131 and 74 Options Trading Funds, respectively, for the period ended 12/31/2022.View CIHEX
Among 539 Short-Term Bond funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 4 stars for 3 years out of 539 Short-Term Bond Funds, respectively, for the period ended 12/31/2022.View CSTIX
Among 732 Diversified Emerging Mkts funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 5 stars for 3 years, 5 stars for 5 years and 4 stars for 10 years out of 732, 650 and 394 Diversified Emerging Mkts Funds, respectively, for the period ended 12/31/2022.View CNWIX
John P. Calamos, Sr., founded Calamos Investments in 1977 to help investors create and build long-term wealth through innovative, risk-managed strategies. He pioneered the use of convertible strategies and alternative investment solutions to enhance returns and manage risk. Whether through Calamos Wealth Management or Calamos Investments, the firm has remained steadfast in its commitment to put investors first, actively manage risk, and deliver innovation and excellence.
The Morningstar Relative Value Arbitrage Category is comprised of funds that seek out pricing discrepancies between pairs or combinations of securities regardless of asset class.
The Morningstar Options Trading Category is comprised of funds that use a variety of options trades, including put writing, options spreads, options-based hedged equity, and collar strategies, among others.
Morningstar Short-Term Bond Category funds invest primarily in corporate and other investment-grade US fixed-income issues and typically have durations of 1.0 to 3.5 years. Short-term is defined as 25% to 75% of the three-year average effective duration of the MCBI.
The Morningstar Diversified Emerging Markets Category is comprised of funds with at least 50% of assets invested in emerging markets.
Morningstar Ratings™ are based on risk-adjusted returns and are through 12/31/22 for the share class listed and will differ for other share classes. Morningstar ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly historical performance (reflecting sales charges), placing more emphasis on downward variations and rewarding consistent performance. Within each asset class, the top 10%, the next 22.5%, 35%, 22.5%, and the bottom 10% receive 5, 4, 3, 2 or 1 star, respectively. Each fund is rated exclusively against US domiciled funds. The information contained herein is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Source: ©2023 Morningstar, Inc.