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Calamos Named Best Overall Fund Group

Calamos’ outstanding investment performance across a breadth of investment strategies has been recognized by the Refinitiv Lipper Fund Awards, which today named Calamos Investments the US 2022 Best Overall Small Fund Family Over Three Years.

Refinitiv Lipper Fund Awards

Active risk management serves investors best—such was the bedrock belief of Founder, Chairman and Global Chief Investment Officer John P. Calamos, Sr. in founding the firm more than 40 years ago. The Refinitiv Lipper award both “underscores the importance of this founding principle and the breadth of our investment talent,” says Calamos President and Chief Executive Officer John Koudounis.

“We are honored by this recognition,” says Calamos. “Throughout the market cycles, risk management has always been the cornerstone of our approach. This award recognizes consistent outperformance across multiple funds and is a testament to the consistency of our investment philosophy.”

Granted annually, Refinitiv Lipper asset class group awards are given to the best large and small groups separately. Small fund family groups need to have at least three equity, three bond and three mixed-asset portfolios. An overall group award is given to the group with the lowest average decile ranking of its respective asset class results based on the methodology described above. In cases of identical results, the lower average percentile rank determines the winner. No asset class and/or overall group awards are handed out if there are less than three competing companies.

With more than 30 years of history and a reach that extends more than 17 countries, the Refinitiv Lipper Awards are widely respected for their objective, quantitative criteria. The foundation of this prestigious award is the storied organization’s fund data and proprietary methodology.

Investment professionals, for more information about how our active risk management can be put to work for your clients, please contact your Calamos Investment Consultant. You can reach him or her at 888-571-2567 or caminfo@calamos.com.

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.

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license.

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