Opportunity in the Convertible Market: Convertible Trifecta

May 14, 2020

Our team has considerable experience sourcing opportunities through all phases of the market cycle. But at certain points of time, market conditions create an additionally attractive backdrop for our active long-term approach. As of the end of the first quarter (March 31, 2020) and despite recent retrenchment, equities are cheaper, credit spreads are wider, and convertible valuations are lower since the market decline related to the COVID-19 crisis began.

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Now Explains Why Convertibles Require Active Management

April 24, 2020

Here’s a look back at how actively managed convertible securities made a difference in the last steep equity market drawdown of 2008-2009—and how Calamos Convertible Fund (CICVX) has worked recently.

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Convertibles: Providing Risk Management and Positioned for a Snapback

March 27, 2020

In discussing recent market volatility, Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager, and Jon Vacko, CFA, Senior Vice President, Co-Portfolio Manager, highlighted three main themes for evaluating and participating in the convertible securities market during turbulent times.

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Back At It Again: How Calamos Convertible Funds Protected Against February’s Downside

March 12, 2020

Calamos Convertible Fund (CICVX) and Calamos Global Convertible Fund (CXGCX) once again demonstrated the potential benefit of active management, significantly outperforming the S&P 500 during the sharp selloff in February 2020.

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Positive about 2020? Even More Reason to Hedge Equity Risk with Calamos Convertible Fund

January 7, 2020

The Calamos Convertible Fund (CICVX) kept pace with the S&P 500 Index in both up and down markets over the past two years, providing an alternative for investors seeking to hedge equity risk over a full market cycle.

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CICVX Offered a Better Experience—and a Better Return—Since Equity Volatility Has Returned

June 7, 2019

Calamos Convertible Fund (CICVX) offered financial advisors an alternative way to manage equity risk in clients’ portfolios without surrendering investment return.

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Watch: How Active Management Makes a Difference When Investing in Convertibles

April 15, 2019

In this video Q&A series, Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager, provides an overview of what’s happening in the convertible securities market, explains the role convertibles play in a portfolio and offers insight into the factors that have an impact on pricing and issuance.

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How CICVX’s Active Management Won the Latest Bout of Equity Volatility

February 13, 2019

Two recent decision provide fresh illustration of the Calamos Convertible Fund team’s experience in managing with the goal of participating on the equity upside while seeking to protecting against the downside.

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Could Calamos Convertible Fund Help Reduce Your Retirees’ Worries?

December 17, 2018

Combining equity and bond characteristics into one security creates some unique complexities best handled by active management.

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The Complexities of Investing in Convertibles: What Every Advisor Should Know

Joe Wysocki

October 22, 2018

Combining equity and bond characteristics into one security creates some unique complexities best handled by active management.

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