Our latest chartbook offers some perspective for those concerned about the confluence of factors (e.g. inflation, rates, recession) that have challenged investor resolve. Our message is unchanged: stay on course—history shows that the best strategy is to stay invested.
Read PostOn a February 23 webcast, Senior Portfolio Manager Brandon Nelson shared his conviction that the pendulum is swinging in favor of the small-cap asset class. He believes many signs look especially promising for CTSIX’s portfolio of secular growth companies with visible revenue streams, which should be less vulnerable to any broad economic slowdown.
Read PostCalamos Timpani Small Cap Growth Fund (CTSIX) is well positioned to make the most of the small cap comeback that Calamos, along with many others, anticipates.
Read PostGovernment initiatives providing > $100 billion in broadband funding could have a substantial impact. The Calamos Timpani Small Cap Growth Fund (CTSIX) team wants to own the stocks of the companies on the receiving end of that spend.
Read PostOur latest chartbook offers some perspective for dealing with the uncertainty of one of the worst years for investors in recent history. Our message is unchanged: stocks gain in most (not all) years, and history shows that the best strategy is to stay invested.
Read PostMost significantly, according to Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon Nelson, the market appears to be getting over its obsession with macroeconomic conditions. A shift in investors' attention back to bottom-up earnings stories would be a positive for small caps and the fund.
Read PostHaving been in decline longer than large caps and after suffering significant damage, small caps are more advanced in the bottoming process, according to Brandon Nelson, Senior Portfolio Manager of Calamos Timpani Small Cap Growth Fund (CTSIX).
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 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!
Read PostEvery quarter and every year isn't as easy as last year was. After the tumult of the first quarter of 2022, no one can be certain what to expect next. Even so, the message is the same for those with long-term investment objectives: history shows that the best strategy is to stay invested.
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