Blogs
Investment Ideas
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May 27, 2020
The skills of the Calamos Timpani Small Cap Growth Fund (CTSIX) team are expressed in the fund’s performance results both during the drawdown and as the snapback has continued through May.
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May 14, 2020
Our team has considerable experience sourcing opportunities through all phases of the market cycle. But at certain points of time, market conditions create an additionally attractive backdrop for our active long-term approach. As of the end of the first quarter (March 31, 2020) and despite recent retrenchment, equities are cheaper, credit spreads are wider, and convertible valuations are lower since the market decline related to the COVID-19 crisis began.
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May 11, 2020
With its risk-managed portfolio of equities, convertibles and options strategies, Calamos Evolving World Growth Fund (CNWIX) outperformed the emerging markets as a whole from the fall of 2018 through the first quarter of 2020—a period marked by a high degree of uncertainty and concern.
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May 11, 2020
The declining interest rates of the past decade provided a strong tailwind for bond funds. And yet, Calamos Market Neutral Income Fund (CMNIX) managed to add value by delivering a bond-like return with a bond-like standard deviation but without the bond-like risk exposures.
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May 8, 2020
Here’s why we call the market neutral fund category leader both consistent and resilient.
Investment Team Voices
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May 28, 2020
Alex Wolf, CFA, discusses the cloud software market and the many untapped opportunities for growth investors who understand the opportunities in China’s domestic market.
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May 20, 2020
Convertible security strategies can be an attractive choice for an asset allocation core because they lessen the need to make a timing call about the stock market, interest rates or economic recovery, explains John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer of Calamos Investments.
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May 14, 2020
Investing behind the drivers of disruption and beneficiaries of disruption while avoiding the losers is an important part of how we build the Calamos global and international portfolios. When we look across the vector of secular forces in place for the last decade, the gap has widened strikingly between winners and losers in the span of just a few months.
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April 21, 2020
There’s a very compelling case for small-cap stocks today, according to Senior Portfolio Manager Brandon Nelson. He believes many of CTSIX’s holdings can benefit from thematic tailwinds as enduring trends emerge in the wake of COVID-19, such as work from home and play at home.
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April 9, 2020
John P. Calamos, Sr. explains why it makes sense to stay invested through uncertainty. There are variety of ways to potentially reduce the equity exposures in a portfolio without going to cash—for example, by including risk-managed liquid alternative and convertible security strategies.