The goal of Calamos Phineus Long/Short Fund (CPLIX) led by Co-CIO and Senior Co-Portfolio Manager Michael Grant: To deliver competitive outcomes by cutting off volatility tails—which helps keep clients invested.
Read PostThis is an environment where Calamos Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies Michael Grant favors “tactical risk management nuance” as opposed to outright defensiveness. The journey from inflation anxiety to inevitable recession, he says, will include periods where equities will do quite well.
Read PostAfter significantly outperforming its index and peers in the first quarter, Calamos Phineus Long/Short Fund (CPLIX) continues to be positioned for a robust economy and strong earnings growth.
Read PostThe economy is being powered by “enormous economic momentum due to the end of Covid,” and won’t be easily stalled, according to Co-CIO, Head of Long/Short Strategies and Calamos Phineus Long/Short Fund Senior Co-Portfolio Manager Michael Grant.
Read PostIn an environment where the dominance of the mega caps is over, Calamos Co-CIO, Head of Long/Short Strategies and Senior Co-Portfolio Manager Michael Grant predicts we will not see the extraordinary, absolute returns that have been seen from the S&P 500. An actively managed portfolio, both long and short, has a much greater chance of now beating the benchmark, he says.
Read PostIt's too early to call the top in S&P 500 earnings; earnings could continue to trend higher at an almost historic pace for the next three to six quarters, according to Michael Grant, Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies.
Read PostJust-released “Preparing for a New Era of Reflation…And the End of Central Bank Leadership" features the perspective of the Calamos Global Long/Short Strategies team headed by Michael Grant, Co-CIO, Head of Long/Short Strategies and Senior Co-Portfolio Manager.
Read PostIt's important to understand both the fundamentals and the kind of stock to be shorted, says Calamos Co-CIO Michael Grant, Head of Long/Short Strategies and Senior Co-Portfolio Manager.
Read PostThis is not a mirage, says Michael Grant, Calamos Co-CIO, Senior Co-Portfolio Manager and Head of Long/Short Strategies. Risk assets will be supported by the strongest year for global GDP in more than two decades. This is one of the best backdrops for sustained gains in years.
Read PostWe revisit some of what Calamos portfolio management teams were saying (and doing) as markets began to reflect the uncertainty related to COVID-19 and its repercussions—and the impact of positioning decisions made, largely in the tumult of the first half of the year.
Read Post
