We propose using a blend of small cap growth and value funds, each of which tends to earn its excess returns during different market periods.
Read PostHere’s a look at what our team of CFAs are finding when asked to review portfolios.
Read PostYou think peanut butter and chocolate are an appealing combination? Try mixing Calamos Market Neutral Income Fund (CMNIX) and Calamos Convertible Fund (CICVX).
Read PostYou may have previously favored 60/40 allocation funds or high yield funds to offset equity drawdowns and provide a certain level of total return. Given today’s environment, how open are you to an options-based idea?
Read PostRising rate periods help illustrate the benefit of diversifying with fixed income alternative Calamos Market Neutral Income Fund (CMNIX).
Read PostThe majority of liquid alternative categories outperformed the S&P 500 during the drawdown last year, but there’s much more to know—AUM, returns, performance dispersion, flows—about alts in 2020. Our annual review has it all, and interactive charts to enable your own analysis.
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