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Actively Managed Funds the Best Way to Access Small Cap Growth: Advisor Research

Financial advisors believe small cap growth is a core allocation benefitting clients’ portfolios due to the persistence of what' been dubbed the "small company premium." The best way to access small cap growth is through active management. Small cap allocations cluster at about 5%-10% of equity portfolios despite advisor latitude to larger allocations.

These are among the consensus findings in Calamos' recent research Building Client Portfolios with Small Cap Growth: Views from Financial Advisors 2019. Nearly 800 advisors answered an array of questions regarding how they gain exposure to small cap companies for their clients.

Advisors, for more information:

  • See the full research results here or download the PDF.
  • Ask your Calamos Investment Consultant for Optimizing a Small Cap Portfolio Allocation, a companion whitepaper.
  • Get the help of the Calamos Portfolio Analytics team in modeling changes you’re considering to your small cap allocations. Start by reaching out to your Calamos Investment Consultant, who can be reached at 888-571-2567 or caminfo@calamos.com.

Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. Opinions are subject to change due to changes in the market, economic conditions or changes in the legal and/or regulatory environment and may not necessarily come to pass. This information is provided for informational purposes only and should not be considered tax, legal, or investment advice. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations.

Before investing carefully consider the fund’s investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. Read it carefully before investing.

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