Combine 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 PostYou may have previously favored 60/40 allocation funds or high yield funds to offset equity drawdowns and provide a certain level of total return. Given today’s environment, how open are you to an options-based idea?
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 PostTo reduce vulnerability to rising rates but also to build in some equity upside, retirement benefits consultants are gravitating toward Calamos Market Neutral Income Fund (CMNIX) to fund cash balance plans.
Read PostA single subscription will provide you a weekly update on what's new on the Investment Team Voices (featuring perspectives from Calamos Investment Team professionals) and Investment Ideas (featuring actionable ideas from Calamos Product Management, Distribution and Marketing) blogs.
Read PostRecent declines in the stocks underlying convertibles—resulting in “throwing the baby out with the bathwater,” in some cases—have provided an opportunity for the Calamos team.
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 PostNotwithstanding the short-term disruptions of the first quarter—primarily due to differing paces of vaccinations, rising U.S. long-term rates and a strengthening of the dollar—the Calamos Global Equity Team believes non-U.S. assets, including select emerging markets, are positioned to deliver strong returns as the recovery progresses.
Read PostWe analyze the efficient portfolio that resulted from combining income alternative Calamos Market Neutral Income Fund (CMNIX) and equity alternative Calamos Phineus Long/Short Fund (CPLIX).
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.
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