Investment Ideas

History’s Fastest Snapback Altered the Timing, But Equity Rebalancing Still Makes Sense

August 19, 2020

Consider Calamos Hedged Equity Fund (CIHEX) as a “bullish” way to rebalance: It can help you keep client assets in an equity strategy while reducing their equity beta, allowing for both upside equity potential and risk mitigation, without moving assets into fixed income.

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With CICVX There’s No Need to Make a Market Call

Joe Wysocki

August 13, 2020

The Calamos Convertible Fund team’s continuous focus on balancing risk and reward is designed to mitigate the downside—including establishing floors in the event of unforeseen pullbacks—while pursuing the potential for upside capture by remaining exposed to positive trends and well-executing companies.

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How to Evaluate Options-based Strategies

August 21, 2019

To better appreciate the resilience of the Calamos Hedged Equity Fund (CIHEX) during periods of market volatility, we urge financial advisors to ask three simple questions when conducting due diligence on options-based strategies.

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Investment Ideas

History’s Fastest Snapback Altered the Timing, But Equity Rebalancing Still Makes Sense

With CICVX There’s No Need to Make a Market Call

How to Evaluate Options-based Strategies

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