Investment Ideas

Stay on Course

May 22, 2023

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.

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We See Big Opportunities for Small Caps in 2023—Hear the Replay from Senior Portfolio Manager Brandon Nelson’s Webcast

Brandon Nelson, CFA
February 28, 2023

On 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.

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The Way Forward? Here’s Our Latest Chartbook

October 11, 2022

Our 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.

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Small Caps: Signs That Investors’ Cold, Cold Hearts Could Be Thawing

August 22, 2022

Most 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.

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