Calamos Hedged Equity Fund (CIHEX) is positioned opportunistically for multiple outcomes. Its active management has the goal of mitigating the downside more effectively and extending upside capture without additional capital risk.
Read PostIn a reversal of a downward trend that started in 2014, last year there was unprecedented demand for liquid alternatives. Most important: the products’ performance met the demand. Alt assets reached a new high watermark in 2021, with almost all Morningstar categories benefiting from positive net flows and positive performance.
Read PostThere's a crucial difference between Calamos Hedged Equity Fund (CIHEX) and other hedged equity strategies. “Why would you accept a capped upside with a defined downside? Why wouldn’t you want to capitalize on opportunities when the market moves up or down?” asks Calamos Vice President and Portfolio Specialist Joseph Cusick.
Read PostYou may have previously favored 60/40 allocation funds or high yield funds to offset equity drawdowns and provide a certain level of total return. Given today’s environment, how open are you to an options-based idea?
Read PostCMNIX is now in the new Relative Value Arbitrage category, with just eight funds. With such a small set of data points, Morningstar has determined that funds in this category will not be assigned a star rating.
Read PostNotwithstanding the markets' spectacular rebound last year—and mindful that this February stocks are back to trading at record highs—we’ll return to our original premise: There’s merit to seeking to minimize the depth and length of a drawdown.
Read PostThe majority of liquid alternative categories outperformed the S&P 500 during the drawdown last year, but there’s much more to know—AUM, returns, performance dispersion, flows—about alts in 2020. Our annual review has it all, and interactive charts to enable your own analysis.
Read PostMuch of the value created with the active approach of Calamos Hedged Equity Fund (CIHEX) comes in periods after larger market moves. The fund has the ability to create that extra edge, to capture a higher percentage of up moves than down moves.
Read PostEnvironmental, social and governance (ESG) analysis is part of the greater mosaic of inputs to Calamos investment decision-making.
Read PostInvestment professionals, join us for a January 2021 series of calls with members of the Calamos Investment Management Team providing outlooks on convertibles, liquid alternatives, U.S. and emerging markets equities, and fixed income.
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