The Fi360 Fiduciary Score is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management.
Read PostThe structural benefits of convertible securities helped convertible funds outperform both the S&P 500 and the Bloomberg US Aggregate Bond Index in the high inflationary period between 1979 and 1981.
Read PostThe performance of Calamos equity and fixed income alternatives this year has demonstrated their diversification benefits.
Read PostSwings in volatility enable the portfolio management team of Calamos Hedged Equity Fund (CIHEX) to do what they do best—continually make adjustments to improve the current payoff.
Read PostReplays of the CIO calls held over a three-week period in volatile February 2022 are now available.
Read PostAdded to clients’ portfolios expressly to diversify risk, the Calamos suite of liquid alternatives—Calamos Market Neutral Income Fund (CMNIX), Calamos Hedged Equity Fund (CIHEX) and Calamos Phineus Long/Short Fund (CPLIX)—performed as advertised in January.
Read PostCalamos Hedged Equity Fund (CIHEX) is positioned opportunistically for multiple outcomes. Its active management has the goal of mitigating the downside more effectively and extending upside capture without additional capital risk.
Read PostIn a reversal of a downward trend that started in 2014, last year there was unprecedented demand for liquid alternatives. Most important: the products’ performance met the demand. Alt assets reached a new high watermark in 2021, with almost all Morningstar categories benefiting from positive net flows and positive performance.
Read PostThere's a crucial difference between Calamos Hedged Equity Fund (CIHEX) and other hedged equity strategies. “Why would you accept a capped upside with a defined downside? Why wouldn’t you want to capitalize on opportunities when the market moves up or down?” asks Calamos Vice President and Portfolio Specialist Joseph Cusick.
Read PostYou may have previously favored 60/40 allocation funds or high yield funds to offset equity drawdowns and provide a certain level of total return. Given today’s environment, how open are you to an options-based idea?
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