Calamos Investments

Featured Funds

Alternative: Market Neutral

CMNIX

Among 129 Market Neutral Funds. The fund’s I Shares had 5 stars overall, 5 stars for 3 years, 4 stars for 5 years, and 5 stars for 10 years out of 129, 129, 92 and 34 Market Neutral Funds, respectively, for the period ended 9/30/18.

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 6/30/18.

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.

International Equity

CIGIX

International Growth Fund

Among 347 Foreign Large Growth Funds. The fund’s I Shares had 4 stars overall, 3 stars for 3 years, 3 stars for 5 years, and 4 stars for 10 years out of 347, 347, 313 and 222 Foreign Large Growth Funds, respectively, for the period ended 9/30/18.

Invests in non-U.S. growth companies, seeking firms demonstrating key growth characteristics, including increasing profit margins and high returns on invested capital.

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On The Blogs

Investment Ideas

Back for One More Bow: Our Favorite Charts of the Year

December 10, 2018

These charts were among the most effective for discussing opportunities in 2018, a year characterized by the return of volatility, rising rates and technology stocks’ falling back to earth.

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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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Calamos Alternative Snapshot

December 10, 2018

It’s Risk-On for Hedge Funds

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.

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