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.
Read PostWhile your clients may have relied upon the strength of the stock market to build their portfolio, your job now may be to demonstrate how de-risking works to their favor.
Read PostThe early days since the coronavirus news broke has been a critical time, demonstrating the benefits of the active management of Calamos Evolving World Growth Fund (CNWIX).
Read PostCalamos Evolving World Growth Fund (CNWIX) achieved favorable upside/downside outcomes relative to the MSCI EM Index through 2019.
Read PostHere’s why we call the market neutral fund category leader both consistent and resilient.
Read PostCalamos Co-CIO and Sr. Co-Portfolio Manager of Calamos Phineus Long/Short Fund (CPLIX) Michael Grant elaborates on why he and his team remain defensive at the start of 2020.
Read PostA graphical look at the fast growing liquid alternatives category—and what financial advisors need to know when evaluating their choices.
Read PostMorningstar's Market Neutral category led flows to alternative funds in 2019, with the category producing a 0.45% return. Compare that to Calamos Market Neutral Income Fund (CMNIX)'s 6.73% return.
Read PostThe Fi360 Fiduciary Score is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management.
Read PostMarket appreciation may have disproportionately grown the equity portion of your clients' 60/40 portfolios. Calamos Hedged Equity Fund (CIHEX) is an alternative to potentially de-risk without trading away equity upside potential.
Read Post