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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.
Read PostThe fund has followed its 63% 2020 with a 20.16% YTD return through 10/31 that’s 500 basis points ahead of its peers in Morningstar’s Small Growth category and close to three times the Russell 2000 Growth Index return of 7.64%.
Read PostSmall caps’ exceptional growth is forecasted to continue into 2022, when large caps' earnings growth is expected to fall back to earth. Calamos Timpani Small Cap Growth Fund (CTSIX) Senior Portfolio Manager Brandon Nelson likes the fund's near- and long term prospects.
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