Investment Ideas

CMNIX: All Weather Through the Decades

March 1, 2023

As 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.

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Calamos 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.

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When Rates Rose, CICVX Outperformed Both Stocks And Bonds

March 5, 2021

While fixed income tends to lose value in an environment of rising interest rates, equities in many cases have historically headed the opposite direction. Joe Wysocki, Senior Vice President and Senior Co-Portfolio Manager of Calamos Convertible Fund (CICVX), reviews the active management that led to outperformance of both stocks and bonds as rates rose from August to February.

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Convertibles: Providing Risk Management and Positioned for a Snapback

John P. Calamos, Sr., Joe Wysocki
March 27, 2020

In discussing recent market volatility, Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager, and Jon Vacko, CFA, Senior Vice President, Co-Portfolio Manager, highlighted three main themes for evaluating and participating in the convertible securities market during turbulent times.

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