Calamos Timpani Small Cap Growth Fund Senior Portfolio Manager Brandon M. Nelson looks back on a decade of pursuing and identifying companies capable of fast and underestimated growth--and then ahead to what he believes could be an extended cycle of small cap leadership.
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 staggering outperformance of microcaps in January gave Calamos Timpani Small Cap Growth Fund (CTSIX) yet another competitive advantage.
Read PostWith a diversified portfolio where there are exciting things going on in several different pockets of the economy, the Calamos Timpani Small Cap Growth Fund (CTSIX) team’s buy ideas far outnumber its sell ideas.
Read PostStrong performance from a diversified portfolio gave Calamos Timpani Small Cap Growth Fund (CTSIX) a headstart in 2020, but the small cap asset class may just be getting started.
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.
Read PostWe revisit some of what Calamos portfolio management teams were saying (and doing) as markets began to reflect the uncertainty related to COVID-19 and its repercussions—and the impact of positioning decisions made, largely in the tumult of the first half of the year.
Read PostAfter four years of lagging large caps, Senior Portfolio Manager Brandon M. Nelson believes that small caps are likely to be staging a longer than three-month rally.
Read PostThe “stars may be aligning” now for small caps to mean revert and claim their traditional role in outperforming large and mid caps, says Calamos Senior Portfolio Manager Brandon M. Nelson in a new AssetTV MasterClass interview.
Read PostDownload our brief report for a graphical look at what’s gone on year to date, and for some insights to help you and your clients think about what’s ahead.
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