Investment Ideas

No Recession and the Value of a Long/Short Model: Grant Talks the CPLIX Book on Animal Spirits Podcast

July 5, 2022

“We believe in equities, and we tell our clients to believe in equities. In the middle of the storm, we have to have the courage to embrace that and start leaning into risk again,” Calamos Co-CIO, Head of Long/Short Strategies and Senior Co-Portfolio Manager of Calamos Phineus Long/Short Fund (CPLIX) Michael Grant tells Animal Spirits Talk Your Book podcast hosts Michael Batnick and Ben Carlson.

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The 1 Chart That May Surprise You About Small Cap Stocks

Brandon Nelson, CFA
July 30, 2021

Small value has outperformed small growth about two-thirds of the time, with small growth beating in more recent years. But this chart shows that growth is far from overextended currently, says Calamos Senior Portfolio Manager Brandon M. Nelson of the Calamos Timpani Small Cap Growth Fund (CTSIX).

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Why The Economist Calls Convertibles ‘the Asset Class for the Times’

July 19, 2021

Converts were “almost tailor-made for the circumstances of spring 2020,” and it’s easy to “imagine future economic dislocations on the horizon,” according to The Economist on July 10. The coverage focuses on convertible bonds as a “flexible source of capital,” offering advantages over straight debt or equity for both issuers and investors.

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Pullback Over, Now’s the Time to Believe in Small Caps

Brandon Nelson, CFA
July 13, 2021

Combine small caps’ post-pandemic growth potential, inexpensive valuations relative to large caps, and history of extended rallies with Calamos Timpani Small Cap Growth Fund (CTSIX) strengths (active management edge, recent resilience, microcap exposure) and you have a strong case for small caps.

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