Investment Ideas

We See Big Opportunities for Small Caps in 2023—Hear the Replay from Senior Portfolio Manager Brandon Nelson’s Webcast

Brandon Nelson, CFA
February 28, 2023

On a February 23 webcast, Senior Portfolio Manager Brandon Nelson shared his conviction that the pendulum is swinging in favor of the small-cap asset class. He believes many signs look especially promising for CTSIX’s portfolio of secular growth companies with visible revenue streams, which should be less vulnerable to any broad economic slowdown.

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Small Caps: Signs That Investors’ Cold, Cold Hearts Could Be Thawing

August 22, 2022

Most 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.

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