Wealth Planning After Tax Reform
December 21, 2017
Some answers to questions financial advisors may be fielding regarding the new tax legislation.
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Investment Ideas
Watch: CPLIX’s Grant on What’s Ahead for Equities
Michael Grant
December 19, 2017
Brief videos present market and economic commentary from our long/short equity portfolio manager Michael Grant.
Read PostAn Alternative Idea for Stock Investors: Long/Short 101
December 19, 2017
The basics of long/short equity investing explained.
Read PostOur Alternative Funds Work
Eli Pars, Michael Grant
December 4, 2017
Don’t lump Calamos’ alternatives in with the others—our liquid alts are consistent performers that have weathered multiple market cycles and survived the test of time.
Read PostBarron’s Highlights CPLIX Flexibility
Michael Grant
November 28, 2017
Senior Portfolio Manager Michael Grant and Calamos Phineus Long/Short Fund are profiled in recent Barron’s article.
Read PostUnderstanding The Long/Short Funds Category: Infographic
November 20, 2017
Heightened interest has driven long/short product development, leading to the growth of the Morningstar Alternative Category, Long/Short Equity in the years since the 2008 financial crisis. There continues to be a wide performance difference between the top performing and bottom performing fund in the category. Advisors interested in evaluating and comparing long/short equity funds will need to focus on educating themselves on how products differ.
Read PostHow Flexibility Has Led to CPLIX Performance Consistency
Michael Grant
October 27, 2017
Market risk can’t be diversified away but it can be hedged. See how the flexible approach of the eighth oldest long/short fund has allowed for capital preservation, helping investors remain invested.
Read PostCPLIX’s Rich 15-year History
Michael Grant
October 26, 2017
With a performance record that dates back to 2002, this equity alternative has prevailed over multiple market cycles.
Read PostConsistency: Why These 2 Alts Deserve to Be Part of a Core Allocation
Michael Grant
October 25, 2017
Has CMNIX needed high levels of volatility to perform? Has a growth or value style bias influenced CPLIX’s results?
Read PostJumpy Markets? This ‘Half Caff’ Blend Cuts Back on the Volatility While Pursuing Better Returns
October 23, 2017
Alternatives can diversify portfolios to help shield from today’s market volatility—but not all alternative allocations are created equal. Check out this Twenty 50/50 blend that historically offered reduced volatility and improved returns.
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