Investment Ideas

Calamos on the Markets: CIO Conference Call Series Resumes

July 28, 2020

What 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.

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Microcap Tailwind Lifted CTSIX, Rewarded Style Consistency

Brandon Nelson, CFA
June 26, 2020

Microcaps have been outperforming small caps, which have been outperforming large caps, over the last three months, leading Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon Nelson to believe that there's a reversion to mean underway.

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CPLIX’s Grant Called the Market Rally, and Continues Risk-on

Michael Grant
June 15, 2020

This 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.

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