Both caution investment professionals against the risk of being underexposed when small cap returns begin to exceed large cap returns.
Read PostExcerpts of market comments made by Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon M. Nelson on last week’s Small Cap Market Update conference call.
Read PostSmall caps’ exceptional growth is forecasted to continue into 2022, when large caps' earnings growth is expected to fall back to earth. Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon Nelson likes the fund's near- and long term prospects.
Read PostThe determination to "not let one stock ruin the whole year" is what partly explains the performance gap between Calamos Timpani Small Cap Growth Fund (CTSIX) and its benchmark, according to Brandon M. Nelson, CFA, Senior Vice President and Senior Portfolio Manager.
Read PostSmall value has outperformed small growth about two-thirds of the time, with small growth beating in more recent years. But this chart shows that growth is far from overextended currently, says Calamos Senior Portfolio Manager Brandon M. Nelson of the Calamos Timpani Small Cap Growth Fund (CTSIX).
Read PostCombine small caps’ post-pandemic growth potential, inexpensive valuations relative to large caps, and history of extended rallies with Calamos Timpani Small Cap Growth Fund (CTSIX) strengths (active management edge, recent resilience, microcap exposure) and you have a strong case for small caps.
Read PostLarge caps' outperformance advantage shrunk in May, and small caps are leading mid-June. Small caps, and especially micro caps, are due to resume their market leadership, says Brandon M. Nelson, CFA, Senior Vice President and Senior Portfolio Manager of Calamos Timpani Small Cap Growth Fund (CTSIX).
Read PostUnderestimated growth, along with sustainable growth, is a key factor the Calamos Timpani Small Cap Growth Fund (CTSIX) team looks for in identifying small cap opportunities.
Read PostCalamos Timpani Small Cap Growth Fund Senior Portfolio Manager Brandon M. Nelson looks back on a decade of pursuing and identifying companies capable of fast and underestimated growth--and then ahead to what he believes could be an extended cycle of small cap leadership.
Read PostThe staggering outperformance of microcaps in January gave Calamos Timpani Small Cap Growth Fund (CTSIX) yet another competitive advantage.
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