Investment Ideas

CMNIX: Finding Opportunities in any Interest Rate Environment – Hear the Replay from Co-CIO Eli Pars’ Webcast

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.

CMNIX: All Weather Through the Decades

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.

What Could An Income and Equity Alternative Do for a 60/40 Portfolio? Meet the Half Caff

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).

Calamos Named Best Overall Fund Group

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.

Up 8% When the S&P 500 Was Down 8%—CPLIX Performance Leads Our Alts’ YTD Success in Beating the Market

The performance of Calamos equity and fixed income alternatives this year has demonstrated their diversification benefits.

Rising Rates Don’t Intimidate Fixed Income Alt CMNIX

Rising rate periods help illustrate the benefit of diversifying with fixed income alternative Calamos Market Neutral Income Fund (CMNIX).

The CMNIX Team on Volatility, Pricing and Positioning for Opportunity

At a time of extreme market volatility, our team provides an update on how they’re navigating the challenge—as well as recognizing opportunity—for Calamos Market Neutral income Fund (CMNIX) and Calamos Hedged Equity Fund (CIHEX), two funds with “the same mentality but different risk budgets.”

CMNIX’s Battle During the Market’s Worst Week

Having battled extreme volatility all week, the portfolio management team of Calamos Market Neutral Income Fund (CMNIX) describes the opportunities in both convertible arbitrage and hedged equity strategies going forward.

April 2 Webcast: Join the CMNIX, CIHEX Team on Monetizing Volatility

Using Options to Hedge and Potentially Add Alpha to an Equity Strategy

Eli Pars, Calamos Co-CIO and Head of Alternative Strategies, talks with The Wall Street Transcript about how Calamos Hedged Equity Fund (CIHEX) and Calamos Market Neutral Income Fund (CMNIX) seek to capitalize on volatility by using options strategies.