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Investment Team Voices

Why Sustainable Innovation and Investing Will Still Matter in the Trump 2.0 Era

Jim Madden, Tony Tursich, Beth Williamson
November 22, 2024

Drawing on experience over multiple market and economic cycles and the terms of many presidents, the Calamos Sustainable Equities team explains that including sustainable factors within a quality-focused investment process isn’t about politics—it’s about managing risk and enhancing returns.

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Sticking to Our Knitting: Core, Quality, and Diversified Investing

Jim Madden, Tony Tursich, Beth Williamson
October 3, 2024

Many stocks are valued as if the best-case scenario is the default. This scenario works until it doesn’t. At some point, valuations and expectations will return to historical norms. As quality-oriented, valuation-aware investors, we believe we are in a good position to benefit from this shift.

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Investing for Growth: 4 Global Megatrends

Jim Madden, Tony Tursich, Beth Williamson
September 24, 2024

The Calamos Sustainable Equities Team explores the investment opportunities of electrification, decarbonization, digitalization, and automation—and shares company-specific examples of how SROI is participating in these exciting areas.

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Why We’re Sticking to Quality and Diversification

Jim Madden, Tony Tursich, Beth Williamson
July 5, 2024

Momentum’s recent outperformance has been astonishing. However, it’s rare for momentum rallies to persist. Think dot-com bubble. Decades of experience support our conviction in diversification. Accordingly, we’ve positioned the fund in the AI ecosystem and also in a breadth of innovation.

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Energy Crunch Opportunities: Balancing AI Innovation and Data Center Demands

Jim Madden, Tony Tursich, Beth Williamson
June 24, 2024

While many companies are still defining their business case for AI, the possibilities appear limitless. However, the viability of AI’s rapid progression will depend on data center advancements that mitigate energy and resource use—and this is where we see tremendous investment opportunities.

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Sustainable Investing is Here to Stay—Here are Two Reasons Why

Jim Madden, Tony Tursich, Beth Williamson
May 24, 2024

Whether you love or hate sustainable investing, two important factors support the notion that it’s not only here to stay but will in fact increase in importance as more companies and investors realize that it’s time to get on board or risk losing a critical competitive advantage.

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Risk in the Rally?

Jim Madden, Tony Tursich, Beth Williamson
April 4, 2024

As stewards of investors’ capital, we are concerned with the financial not the political. Alternative data is an essential part of the risk/reward equation. For example, we are highly selective in insurance companies because environmental factors (weather) create challenging capital implications that traditional analysts may overlook.

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Risk Management Will Matter More in 2024

Jim Madden, Tony Tursich, Beth Williamson
January 4, 2024

Going forward, the Calamos sustainable equities investment team believes good risk management is likely to be better compensated than brazen risk taking. Because the past 10 years are unlikely to be repeated, diversification will potentially pay off as investors focus on fundamentals and valuations.

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Higher-Quality Companies for a “Higher-for-Longer” Rate Environment

Jim Madden, Tony Tursich, Beth Williamson
October 5, 2023

Although the Fed paused interest rate hikes in September, its language was cautious regarding the timing of future rate cuts. In an environment of higher interest rates, we maintain a focus on identifying and investing in high-quality companies with lower levels of debt than their peers.

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