Barron’s recently mentioned Calamos as the largest US convertibles manager and how convertible securities are experiencing a renaissance among investors.
The topic of carbon capture technologies is expected to spark debate at COP28. Our Sustainable Equities Team clears the air on what carbon capture is and where they stand on it.
Listen to the replay where Eli Pars and Robert Behan discuss how Calamos Market Neutral Income Fund (CMNIX) is strategically designed to enhance your clients’ traditional fixed income allocation.
Robert Behan, Chief Distribution Officer, joins Robert Huebscher, Founder of Advisor Perspectives and Vice Chairman at VettaFi, to discuss the private credit market and Calamos Aksia Alternative Credit and Income Fund (CAPIX).
Low interest rates and central bank distortions have been the hallmark of the post-2008 era. The past quarter was notable for the sense that this landscape is giving way to something quite different, with real interest rates attaining their highest levels in two decades. In his latest commentary, Michael Grant sorts out the implications of this “new normal.”
Across asset classes, Calamos funds have demonstrated strong risk-adjusted historical returns.
Among 310 Moderately Aggressive Allocation funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 4 stars for 3 years, 5 stars for 5 years and 5 stars for 10 years out of 310, 285 and 223 Moderately Aggressive Allocation Funds, respectively, for the period ended 10/31/2023.View CGIIX
Among 384 Global Allocation funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 3 stars for 3 years, 5 stars for 5 years and 5 stars for 10 years out of 384, 355 and 257 Global Allocation Funds, respectively, for the period ended 10/31/2023.View CGCIX
Among 721 Diversified Emerging Mkts funds. The Fund's risk-adjusted returns based on load-waived Class I Shares had 2 stars for 3 years, 4 stars for 5 years and 4 stars for 10 years out of 721, 651 and 393 Diversified Emerging Mkts Funds, respectively, for the period ended 10/31/2023.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.
Morningstar Moderately Aggressive Allocation funds in allocation categories seek to provide both income and capital appreciation by primarily investing in multiple asset classes, including stocks, bonds, and cash. These moderately aggressive strategies prioritize capital appreciation over preservation. They typically expect volatility similar to a strategic equity exposure between 70% and 85%.
Morningstar Global Allocation Category funds seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. While these portfolios do explore the whole world, most of them focus on the US, Canada, Japan, and the larger markets in Europe. It is rare for such portfolios to invest more than 10% of their assets in emerging markets.
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 10/31/23 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.