Investment Ideas

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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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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Small Cap Correction Is Over, CTSIX’s Nelson Says

Brandon Nelson, CFA
June 16, 2021

Large caps' outperformance advantage shrunk in May, and small caps are leading mid-June. Small caps, and especially micro caps, are due to resume their market leadership, says Brandon M. Nelson, CFA, Senior Vice President and Senior Portfolio Manager of Calamos Timpani Small Cap Growth Fund (CTSIX).

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