Investment Ideas

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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