Investment Ideas

Off to a Strong Start to 2022, Grant’s CPLIX Positions for a Return to a World Where Profits Matter

Michael Grant
February 22, 2022

In 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.

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Grant on Minimizing Risk When Shorting Stocks

Michael Grant
February 1, 2021

It'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.

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Volatility Is Our Specialty, 2020 Confirms

Brandon M. Nelson, 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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