Investment Team Voices

Macro Tailwinds Provide a Catalyst for Merger Arbitrage

Jason Hill
April 4, 2024

Despite several negative outliers in January, we see sustained economic growth and a more stable rate environment providing catalysts for companies to enter mergers. As of quarter-end, Calamos Merger Arbitrage Fund (CMRGX) held securities associated with 31 deals or potential deals.

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Stabilizing Interest Rates Can Set the Stage for a Merger Surge

Jason Hill
January 4, 2024

To address the challenges of an environment that we believe increasingly warrants enhanced diversification, Calamos recently introduced Calamos Merger Arbitrage Fund (CMRGX), which we believe provides a compelling way to combat equity market and interest rate volatility.

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Calamos Hedged Equity Fund: A Dynamic Approach for Navigating Market Volatility

March 5, 2020

CIHEX has demonstrated resilience consistently during market drawdowns, including the February selloff. We interviewed the fund’s investment team to learn more about how they’ve historically mitigated risk and pursued upside through a highly responsive, dynamic approach that contrasts with “set-it-and-forget-it” options-based funds.

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Whether Vol is High or Low, Gamma Trading Can Exploit Opportunity

Alternative Team Perspectives by Jason Hill
February 20, 2019

Volatility can strengthen the tailwinds for the gamma trading Calamos does in our market neutral income strategy. But even without high levels of market volatility, our team can find still opportunities, explains Co-Portfolio Manager Jason Hill.

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