Both caution investment professionals against the risk of being underexposed when small cap returns begin to exceed large cap returns.
Read PostDrawing on the experience of a portfolio management team responsible for developing one of the first sustainable research platforms in the 1990s and for helping set industry standards for ESG-focused portfolios, Calamos Global Sustainable Equities Fund (CGSIX) began trading December 17.
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 PostAs long as fundamental momentum is above trend and there’s a backdrop of liquidity at historically high levels, Calamos Co-CIO and Head of Long/Short Strategies Michael Grant urges investment professionals to lean into equity risk.
Read PostYou think peanut butter and chocolate are an appealing combination? Try mixing Calamos Market Neutral Income Fund (CMNIX) and Calamos Convertible Fund (CICVX).
Read PostOn the December 8 conference call for investment professionals, Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon Nelson will review the alignment of several supportive factors—fundamentals, valuations, earnings revisions and even seasonality—that he believes favor small caps today.
Read PostThere's a crucial difference between Calamos Hedged Equity Fund (CIHEX) and other hedged equity strategies. “Why would you accept a capped upside with a defined downside? Why wouldn’t you want to capitalize on opportunities when the market moves up or down?” asks Calamos Vice President and Portfolio Specialist Joseph Cusick.
Read PostThe fund has followed its 63% 2020 with a 20.16% YTD return through 10/31 that’s 500 basis points ahead of its peers in Morningstar’s Small Growth category and close to three times the Russell 2000 Growth Index return of 7.64%.
Read PostOur recently updated Convertible Securities: Structures, Valuation, Market Environment and Asset Allocation guide, by Calamos Founder, Chairman and Global CIO John P. Calamos, Sr., with Co-CIO and Senior Portfolio Manager Eli Pars provides additional insights on the relationship of the asset class and rising interest rates.
Read PostThe receding pandemic should continue to provide a tailwind for the reopening exposure, local consumption opportunities, and select reflationary beneficiaries, according to the Calamos Global Equity team in its latest update, "Navigating Shifting Crosscurrents."
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