Calamos Investments

Featured Funds

Alternative: Market Neutral

CMNIX

Among 122 Market Neutral Funds. The fund’s I Shares had 5 stars overall, 4 stars for 3 years, 4 stars for 5 years, and 5 stars for 10 years out of 122, 98 and 31 Market Neutral Funds, respectively, for the period ended 12/31/18.

Core market strategies include covered call writing and convertible arbitrage. Together, these strategies are intended to provide the fund with an enhanced potential for risk-managed returns due to their differing responses to volatility.

Alternative: Long/Short

CPLIX

Phineus Long/Short Fund

Long/short equity fund I shares outperformed index since inception in 2002. Data as of 12/31/18.

Seeks strong risk-adjusted and absolute returns across the global equity universe. The fund uses a global long/short strategy to invest in publicly listed equity securities.

Alternative: Hedged Equity

CIHEX

Hedged Equity Income

Among 94 Options-based Funds. The fund's I shares had 5 stars for 3 years out of 94 Options-based Funds for the period ended 12/31/18.

Aims to achieve the total return of equity markets with lower volatility. It utilizes a covered call strategy, which invests in a diversified portfolio of equities while using options to generate income and manage risk.

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On The Blogs

Investment Ideas

1000 Basis Points: CPLIX’s Q4 Difference

January 11, 2019

Calamos Phineus Long/Short Fund (CPLIX) helped investors buffer the market’s volatility in 2018, outperforming the S&P 500 in all three major market drawdowns during the year.

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Investment Team Voices

The Underappreciated Swap Curve: A Closer Look

December 04, 2018

Over recent days, US interest rate curves have moved rapidly toward inflection points. In this post, we take a look at what investors should watch, and how interest rate curves can be used to gauge the psyche of the market.

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Featured Newsletters

Newsletter

Calamos Alternative Snapshot

January 14, 2019

The V-Shaped Bottom: We’ve Been Here Before

Convertible Guide

Our 32-page Convertible Securities: Structures, Valuation, Market Environment and Asset Allocation guide (PDF) is a resource on how convertible bonds work. It’s written by Calamos Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr.

The Morningstar Market Neutral Category represents funds that attempt to eliminate the risks of the market by holding 50% of assets in long positions in stocks and 50% of assets in short positions.

The Morningstar Foreign Large Growth Category is comprised of funds that seek capital appreciation by investing in large international stocks that are growth-oriented. Large-cap foreign stocks have market capitalizations greater than 5 billion. Growth is defined based on high price/book and price/cash flow ratios, relative to the MSCI EAFE Index. These funds typically will have less than 20% of assets invested in U.S. stocks.

Before investing carefully consider the fund’s investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. Read it carefully before investing.

Calamos Financial Services LLC, Distributor

Calamos Investments LLC, referred to herein as Calamos Investments^®, is a financial services company offering such services through its subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos Investments LLP and Calamos Financial Services LLC.

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