The Long and Short of CPLIX—Alpha
March 30, 2023
In 2022’s challenging equity market, Calamos Phineus Long/Short Fund was able to derive alpha from both its long and short positions.
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Investment Ideas
What Could An Income and Equity Alternative Do for a 60/40 Portfolio? Meet the Half Caff
March 25, 2022
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).
Read PostCan Your Long/Short Fund Do This? 3 Ways CPLIX Can Make a Difference in a Portfolio
March 21, 2022
Calamos 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 PostInflation Won’t Derail Economy’s Strong Growth, CPLIX’s Grant Says
Michael Grant
March 11, 2022
The 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 PostUp 8% When the S&P 500 Was Down 8%—CPLIX Performance Leads Our Alts’ YTD Success in Beating the Market
March 4, 2022
The performance of Calamos equity and fixed income alternatives this year has demonstrated their diversification benefits.
Read PostIn the Coming Critical Month, It’s Time to Re-engage Equities: Co-CIO, Senior Co-Portfolio Manager Michael Grant
Michael Grant
March 31, 2020
Co-CIO, Senior Co-Portfolio Manager Michael Grant provides guidance for moving beyond the recent COVID-19 market shocks. Preparing for a rebound in equities, he and his team increased the Calamos Phineus Long/Short Fund (CPLIX) net equity exposures to reflect this shifting risk/reward.
Read PostThe Road Back to 3000: Co-CIO, Senior Co-Portfolio Manager Michael Grant
Michael Grant
March 23, 2020
In a turbulent time for the markets, Michael Grant, Co-CIO, Senior Co-Portfolio Manager of the Calamos Phineus Long/Short Fund (CPLIX) is preparing for rebound in equities and has positioned the fund's portfolio accordingly.
Read PostIntroducing ‘Understanding Options:’ On-Demand Presentation Designed to Deepen Advisor Understanding
March 9, 2020
Calamos introduces an on-demand "Understanding Options" presentation designed to deepen financial advisors’ understanding and confidence in using options-based investments.
Read PostHow Calamos Alts Broke the Market’s Steepest Fall
Michael Grant
March 3, 2020
Last week's six-day market correction is proof that you can’t always count on having time to hedge equities. In a turbulent market, Calamos liquid alternative funds demonstrated the value of their role in client portfolios.
Read PostExpect the Pullback to Continue into April—How CPLIX Has Shielded Investors from Drawdowns to Date
Michael Grant
March 29, 2018
Volatility, rising rates, trade and tariffs—CPLIX’s Michael Grant’s thoughts on all as Q1 2018 draws to an end.
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