No Matter What: CMNIX
August 10, 2022
Here’s why we call Calamos Market Neutral Income Fund (CMNIX) both consistent and resilient.
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Investment Ideas
How CMNIX Has Battled Volatility Over Its 31 Years
May 23, 2022
In Calamos Market Neutral Income Fund's 31 years, all but three have ended with positive returns. Intra-year drawdowns, however, have occurred every year. In fact, there have been six years—19% of the time—when the drawdown exceeded 5% and the year finished positive.
Read PostThe Last Time Inflation Peaked, Convertibles Outperformed Stocks and Bonds
April 28, 2022
The 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 PostWhat Could An Income and Equity Alternative Do for a 60/40 Portfolio? Meet the Half Caff
March 25, 2022
To rebalance back to a 60% allocation of unhedged long-only equity and a 40% allocation likely to generate just the skinniest of fixed income returns is to ignore today’s environment. Instead, let us introduce you to the diversification benefits of our blend of equal parts fixed income alternative Calamos Market Neutral Income Fund (CMNIX) and equity alternative Calamos Phineus Long/Short Fund (CPLIX).
Read PostCalamos Named Best Overall Fund Group
March 10, 2022
Acknowledging outstanding investment performance across a breadth of investment strategies, the Refinitiv Lipper Fund Awards recognize Calamos Investments as the US 2022 Best Overall Small Fund Family Over Three Years.
Read PostUp 8% When the S&P 500 Was Down 8%—CPLIX Performance Leads Our Alts’ YTD Success in Beating the Market
March 4, 2022
The performance of Calamos equity and fixed income alternatives this year has demonstrated their diversification benefits.
Read PostFebruary CIO Call Series Replays Now Available
February 24, 2022
Replays of the CIO calls held over a three-week period in volatile February 2022 are now available.
Read PostCMNIX Ready to Make the Most of This Choppy, Fragile Market
Eli Pars, David O’Donohue
February 22, 2022
Higher volatility provides a better, target-rich environment for the portfolio management team of Calamos Market Neutral Income Fund (CMNIX)—the top-selling alternative fund of 2021—to add alpha.
Read PostThe Market Turned, and Our Alts Worked: CMNIX, CIHEX and CPLIX in January
February 2, 2022
Added to clients’ portfolios expressly to diversify risk, the Calamos suite of liquid alternatives—Calamos Market Neutral Income Fund (CMNIX), Calamos Hedged Equity Fund (CIHEX) and Calamos Phineus Long/Short Fund (CPLIX)—performed as advertised in January.
Read PostLiquid Alts in 2021: Record AUM, Strongest Flows Since 2013—and Performance to Believe In
Elise Pondel, CFA, AVP, Director of Product Analytics
January 25, 2022
In a reversal of a downward trend that started in 2014, last year there was unprecedented demand for liquid alternatives. Most important: the products’ performance met the demand. Alt assets reached a new high watermark in 2021, with almost all Morningstar categories benefiting from positive net flows and positive performance.
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