The Fi360 Fiduciary Score is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management.
Read PostHere’s why we call Calamos Market Neutral Income Fund (CMNIX) both consistent and resilient.
Read PostAs one of the oldest liquid alternative funds, CMNIX has demonstrated its merits through a variety of market and interest rate environments. In every decade since the fund’s inception, diversifying a traditional bond portfolio with a 25% allocation to CMNIX could have provided meaningful risk-adjusted outperformance.
Read PostConvertible securities continue to be an attractive means of taking a more measured approach to the equity market.
Read PostDouble-digit returns have followed previous drawdowns.
Read PostThe structural benefits of convertible securities helped convertible funds outperform both the S&P 500 and the Bloomberg US Aggregate Bond Index in the high inflationary period between 1979 and 1981.
Read PostVideo Q&A with Co-CIO, Head of Alternative Strategies, Co-Head of Convertible Strategies and Senior Co-Portfolio Manager Eli Pars touches on convertibles' rising rate period performance, diversifying fixed income and equity holdings with converts, the global convertible market and active management when investing in converts.
Read PostTwo Calamos funds place on Barron’s list of funds “that pay over 8% now and have returned at least that much over the past five years.”
Read PostLeverage can boost return while providing attractive income.
Read PostThe Convertible Price Track illustrates the theoretical relationships between a convertible bond’s price and the par value of the bond as the underlying stock price rises or falls. Now it's animated!
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