Consider Calamos Hedged Equity Fund (CIHEX) as a “bullish” way to rebalance: It can help you keep client assets in an equity strategy while reducing their equity beta, allowing for both upside equity potential and risk mitigation, without moving assets into fixed income.
Read PostThe Calamos Convertible Fund team’s continuous focus on balancing risk and reward is designed to mitigate the downside—including establishing floors in the event of unforeseen pullbacks—while pursuing the potential for upside capture by remaining exposed to positive trends and well-executing companies.
Read PostWhat do we see ahead? Investment professionals are invited to join a series of conference calls with the Calamos Investment Management team providing perspectives on their respective domains, including convertibles, liquid alternatives, U.S. and international /emerging markets equities, and fixed income.
Read PostInvestment professionals are re-evaluating equity risk and turning to Calamos Hedged Equity Fund (CIHEX) for help.
Read PostCalamos Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr. comments on Calamos Convertible Fund (CICVX), its prospects for the second half of the year and the convertible market in general.
Read PostThis has been an unusual recovery. Initially, it was led by the same high-quality “safety” stocks that dominated before the drawdown. Cyclical issues then followed, starting in mid-May. Here’s how the barbell strategy employed by the Calamos Phineus Long/Short Equity Fund (CPLIX) managed to capture gains during both legs.
Read PostEquity volatility—whether in big or small moves—can be relentless. While they pursue varied strategies and produce varied outcomes, the goal of our risk-managed equity funds is to help mitigate the effect of the downside risk of equity investing.
Read PostFor the specialists actively managing the Calamos convertible-using funds, new issuance provides additional opportunities to rebalance risk profiles—and that’s the critical piece in the potential for your clients to benefit from convertible exposure.
Read PostThroughout the recent drawdown and snapback, the Calamos Hedged Equity Fund (CIHEX) team has enjoyed the flexibility of being able to continuously adjust hedges, trade around and generally take advantage of what continues to be elevated volatility.
Read PostMichael Grant, Co-CIO, Sr. Co-Portfolio Manager, Head of Long/Short Strategies, had a high conviction view that anticipated April’s equity recovery—now he says it's sustainable as the economy survives a severe but short recession.
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