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Investment Ideas

CIHEX Took the Sting Out of S&P 500 Volatility

November 06, 2018

As the Calamos Hedged Equity Income Fund (CIHEX) pursues upside participation in equity markets, it uses a covered call strategy attempting to limit downside risk. Over time, the fund’s options-based risk management strategy seeks to generate returns with less volatility.

Investment Team Voices

When Volatility Surges, Stay Long Term

October 12, 2018

Pullbacks are a normal part of investing, and the U.S. economy can withstand this selloff. During volatile periods in the markets, long-term perspective essential because there are still opportunities for active managers.

Newsletter

Calamos Alternative Snapshot

November 12, 2018

Since 1926, A Handful of Equities Have Driven Returns

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.