Investment Ideas

CIHEX Took the Sting Out of S&P 500 Volatility

November 6, 2018

As the Calamos Hedged Equity Income Fund (CIHEX) pursues upside participation in equity markets, it uses a covered call strategy attempting to limit downside risk. Over time, the fund’s options-based risk management strategy seeks to generate returns with less volatility.

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Understanding The Long/Short Funds Category: Infographic

November 20, 2017

Heightened interest has driven long/short product development, leading to the growth of the Morningstar Alternative Category, Long/Short Equity in the years since the 2008 financial crisis. There continues to be a wide performance difference between the top performing and bottom performing fund in the category. Advisors interested in evaluating and comparing long/short equity funds will need to focus on educating themselves on how products differ.

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