Investment Team Voices

Growth Stocks: Attractive Prospects in 2H 2023 but Selectivity is Key

Matt Freund, Michael Kassab
July 3, 2023

Although the rally may slow, we expect leadership will broaden beyond the “Magnificent Seven” of mega-cap stocks, rewarding a broader group of companies with consistent cash flow generation and strong balance sheets. Calamos Growth Fund has significant positions in technology companies that are now viewed as key AI players.

Read Post