In addition to delivering steady performance through multiple interest-rate cycles, Co-CIO Eli Pars highlights other advantages that give CMNIX an edge in times of uncertainty.
Read PostIn 2022’s challenging equity market, Calamos Phineus Long/Short Fund was able to derive alpha from both its long and short positions.
Read PostAs one of the oldest liquid alternative funds, CMNIX has demonstrated its merits through a variety of market and interest rate environments. In every decade since the fund’s inception, diversifying a traditional bond portfolio with a 25% allocation to CMNIX could have provided meaningful risk-adjusted outperformance.
Read PostTo 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 Phineus Long/Short Fund (CPLIX) has provided equity-like returns by diversifying and actively managing equity market risk. The result: No negative five-year rolling periods since 2002—the S&P 500 experienced 16 negative periods over the same time.
Read PostThe economy is being powered by “enormous economic momentum due to the end of Covid,” and won’t be easily stalled, according to Co-CIO, Head of Long/Short Strategies and Calamos Phineus Long/Short Fund Senior Co-Portfolio Manager Michael Grant.
Read PostAcknowledging 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 PostThe performance of Calamos equity and fixed income alternatives this year has demonstrated their diversification benefits.
Read PostSwings in volatility enable the portfolio management team of Calamos Hedged Equity Fund (CIHEX) to do what they do best—continually make adjustments to improve the current payoff.
Read PostRising rate periods help illustrate the benefit of diversifying with fixed income alternative Calamos Market Neutral Income Fund (CMNIX).
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