Calamos Timpani Small Cap Growth Fund (CTSIX) is well positioned to make the most of the small cap comeback that Calamos, along with many others, anticipates.
Read PostGovernment initiatives providing > $100 billion in broadband funding could have a substantial impact. The Calamos Timpani Small Cap Growth Fund (CTSIX) team wants to own the stocks of the companies on the receiving end of that spend.
Read PostMost significantly, according to Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon Nelson, the market appears to be getting over its obsession with macroeconomic conditions. A shift in investors' attention back to bottom-up earnings stories would be a positive for small caps and the fund.
Read PostHaving been in decline longer than large caps and after suffering significant damage, small caps are more advanced in the bottoming process, according to Brandon Nelson, Senior Portfolio Manager of Calamos Timpani Small Cap Growth Fund (CTSIX).
Read PostThis recovery is not being led by negative earnings revisions, and fundamentals are fairly strong. That’s what gives Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon Nelson confidence about small caps’ rebound.
Read PostReplays of the CIO calls held over a three-week period in volatile February 2022 are now available.
Read PostBoth caution investment professionals against the risk of being underexposed when small cap returns begin to exceed large cap returns.
Read PostWe propose using a blend of small cap growth and value funds, each of which tends to earn its excess returns during different market periods.
Read PostExcerpts of market comments made by Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon M. Nelson on last week’s Small Cap Market Update conference call.
Read PostOn the December 8 conference call for investment professionals, Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon Nelson will review the alignment of several supportive factors—fundamentals, valuations, earnings revisions and even seasonality—that he believes favor small caps today.
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