Investment Team Voices

Stock Picking Matters!!!

Brandon Nelson, CFA
July 5, 2024

In a refreshing turn of events, this quarter and YTD have been less about macro factors and more about stock picking driven by company-specific fundamentals. The market is finally embracing our flavor of stocks again—companies with strong fundamental momentum.

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The Pendulum Swings Back Our Way

Brandon Nelson, CFA
April 4, 2024

Historically, small-cap bull markets last on average 34 months and generate returns of 131%. With the small and SMID cap asset classes teed-up and markets looking to companies with fundamental momentum, we believe the outlook for Calamos Timpani Small Cap Growth Fund (CTSIX) and Calamos Timpani SMID Growth Fund (CTIGX) is exceptional.

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The Fed’s Dovish Pivot: A Catalyst for Sustained Small Cap Strength

Brandon Nelson, CFA
January 4, 2024

Brandon Nelson, CFA, shares his perspective on the strong performance of small caps during the fourth quarter, his outlook and discusses how Calamos Timpani Small Cap Growth Fund (CTSIX) and Calamos Timpani SMID Growth Fund (CTIGX) are positioned for the opportunities he sees.

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Calamos Investment Team Outlooks, October 2021

October 19, 2021

Inflation may be more persistent, and the pace of growth may be slowing, but our teams continue to identify many opportunities across asset classes. Senior members of our investment organization share their outlooks and discuss how they are positioning portfolios. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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