Traditional bonds came under considerable pressure during the first quarter as investors cheered the continued growth in the economy and anticipated interest rate cuts. In sharp contrast, Calamos Market Neutral Income Fund (CMNIX) demonstrated the benefits of an approach with little interest rate opportunity or risk.
Read PostMarkets can move quickly, and static, rules-based strategies can expose investors to risks and limit upside. In contrast, we believe our active approach and decades of options experience gives us an edge. Our ability to adjust trades as conditions warrant sets Calamos Hedged Equity Fund (CIHEX) apart.
Read PostWe 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 Post
