Small value has outperformed small growth about two-thirds of the time, with small growth beating in more recent years. But this chart shows that growth is far from overextended currently, says Calamos Senior Portfolio Manager Brandon M. Nelson of the Calamos Timpani Small Cap Growth Fund (CTSIX).
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Read PostCombine small caps’ post-pandemic growth potential, inexpensive valuations relative to large caps, and history of extended rallies with Calamos Timpani Small Cap Growth Fund (CTSIX) strengths (active management edge, recent resilience, microcap exposure) and you have a strong case for small caps.
Read PostLarge caps' outperformance advantage shrunk in May, and small caps are leading mid-June. Small caps, and especially micro caps, are due to resume their market leadership, says Brandon M. Nelson, CFA, Senior Vice President and Senior Portfolio Manager of Calamos Timpani Small Cap Growth Fund (CTSIX).
Read PostUnderestimated growth, along with sustainable growth, is a key factor the Calamos Timpani Small Cap Growth Fund (CTSIX) team looks for in identifying small cap opportunities.
Read PostCalamos Timpani Small Cap Growth Fund Senior Portfolio Manager Brandon M. Nelson looks back on a decade of pursuing and identifying companies capable of fast and underestimated growth--and then ahead to what he believes could be an extended cycle of small cap leadership.
Read PostNotwithstanding the markets' spectacular rebound last year—and mindful that this February stocks are back to trading at record highs—we’ll return to our original premise: There’s merit to seeking to minimize the depth and length of a drawdown.
Read PostThe staggering outperformance of microcaps in January gave Calamos Timpani Small Cap Growth Fund (CTSIX) yet another competitive advantage.
Read PostWith a diversified portfolio where there are exciting things going on in several different pockets of the economy, the Calamos Timpani Small Cap Growth Fund (CTSIX) team’s buy ideas far outnumber its sell ideas.
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