Investment Ideas

Volatility Is Our Specialty, 2020 Confirms

Brandon Nelson, CFA, Eli Pars, Jason Hill, John Hillenbrand, Michael Grant
December 14, 2020

We 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.

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CPLIX’s Grant Called the Market Rally, and Continues Risk-on

Michael Grant
June 15, 2020

This has been an unusual recovery. Initially, it was led by the same high-quality “safety” stocks that dominated before the drawdown. Cyclical issues then followed, starting in mid-May. Here’s how the barbell strategy employed by the Calamos Phineus Long/Short Equity Fund (CPLIX) managed to capture gains during both legs.

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How Calamos Alts Broke the Market’s Steepest Fall

Michael Grant
March 3, 2020

Last week's six-day market correction is proof that you can’t always count on having time to hedge equities. In a turbulent market, Calamos liquid alternative funds demonstrated the value of their role in client portfolios.

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