We continue to find many opportunities in the new issuance market. We’ve been taking advantage of refinancing trends and have been able to invest in companies we like with higher coupons and lower conversion premiums. We’ve also initiated exposure to higher-octane companies in fast-growing areas, taking on less exposure to downside than equity investors.
Read PostCalamos Growth and Income Fund (CGIIX) pursues lower-volatility equity participation through a multi-asset-class approach. Given our expectation of positive economic growth over the next year, we focus on real growth and return improvement areas.
Read PostEmerging themes from 2023 have multidecade potential, and we seek to uncover new ways to capture this secular growth potential in the Calamos Growth Fund (CGRIX) portfolio.
Read PostHistorically, 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.
Read PostOur team’s investment framework incorporates top-down elements to help guide our bottom-up research. Through a thematic lens, we pay close attention to macroeconomic conditions to understand the global environment and identify potential inflection points. For example, our approach to AI focuses on the entire ecosystem, including industrials and technology companies.
Read PostAs 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.
Read PostTypically, when the markets anticipate more rate cuts than we believe possible, we would position our funds with durations shorter than their benchmarks. However, our expectation for a steeper curve has led us to position Calamos Total Return Bond Fund (CTRIX) and Calamos Short-Term Bond Fund (CSTIX) with neutral to slightly long durations.
Read PostDisruption and innovation drive investment opportunity, according to Co-CIO Nick Niziolek, who explains why the Calamos Global Equity Team believes a growth focus produces the best long-term investment outcomes.
Read PostThe Calamos Sustainable Equities Team explains why they believe their investment approach gives a complete picture of a company’s ability to build shareholder value.
Read PostAs fundamentals become more important to investors, CTSIX’s focus on companies with sustainable, above-average growth prospects and strong stock momentum has been rewarded for both the year-to-date and one-year periods.
Read Post
