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Portfolio Manager Video Q&As Answer Market, Investment Questions

January 23, 2018

Today we’re launching an Ask the Portfolio Manager Video Series providing timely, 2-3 minute responses to some of the most commonly asked questions of the leaders of our Long/Short, Alternative and Convertible, International/Global and Fixed Income Strategies.

Michael Grant ask the portfolio manager

You’ll hear views on the equity market from Michael Grant, Senior Portfolio Manager of the Calamos Phineus Long/Short Fund (CPLIX), including what his team has identified as misvalued sectors in the market and his thoughts on the timing of the next recession.

Eli Pars ask the portfolio manager

Eli Pars, Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, provides an update on the convertible market, how convertible arbitrage has performed and what his team sees for 2018. Eli’s responsibilities include portfolio management of the industry’s largest market neutral income fund (Calamos Market Neutral Income Fund or CMNIX) as of 9/30/17, according to Morningstar data.

Eli Pars ask the portfolio manager

Nick Niziolek, CFA, and Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager, you’ll learn Calamos’ positive view on non-U.S. equities, including emerging markets. Nick also comments on FinTech developments and emerging markets’ growing reliance on robotics and automation.

Matt Freund ask the portfolio manager

From Matt Freund, Co-CIO and head of Fixed Income Strategies, you’ll get market commentary on the current state of the bond market, what his team’s concerns are and the overall role of fixed income in a portfolio. Calamos fixed income funds include the Calamos High Income Opportunities Fund (CIHYX) and Calamos Total Return Bond Fund (CTRIX).

Financial advisors, for more information about Calamos’ positioning or funds, talk to a Calamos Investment Consultant 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 1-866-363-9219. Read it carefully before investing.

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. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

Active management does not guarantee investment returns or eliminate the risk of loss.

Archived material may contain dated performance, risk and other information. Current performance may be lower or higher than the performance quoted in the archived material. For the most recent month-end performance information, please CLICK HERE. Archived material may contain dated opinions and estimates based on our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions at the time of publishing. We believed the information provided here was 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. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be lower or higher than the performance quoted. The principal value and return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Performance reflected at NAV does not include the Fund’s maximum front-end sales load. Had it been included, the Fund’s return would have been lower. For the most recent month-end fund performance information visit www.calamos.com.

Archived material may contain dated performance, risk and other information. Current performance may be lower or higher than the performance quoted in the archived material. For the most recent month-end fund performance information visit www.calamos.com. Archived material may contain dated opinions and estimates based on our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions at the time of publishing. We believed the information provided here was 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. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be lower or higher than the performance quoted. The principal value and return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Performance reflected at NAV does not include the Fund’s maximum front-end sales load. Had it been included, the Fund’s return would have been lower.

Archived on January 23, 2019