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Investment Team Voices

Finding Attractive Convertible Opportunities … and Likely More on the Way

Jon Vacko, Joe Wysocki
April 4, 2024

A broadening out of equity market leadership could be beneficial for small-cap and mid-cap growth companies, which are well represented in the convertible universe, which is expanding with a steady stream of new issuance. Within Calamos Convertible Fund (CICVX), we actively manage security-specific risk/reward tradeoffs.

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Bright Prospects for Convertibles in 2024

Jon Vacko, Joe Wysocki
January 4, 2024

Calamos Convertible Fund (CICVX) investment team members Jon Vacko and Joe Wysocki were excited to see convertible new issuance accelerate in 2023. Investment-grade companies were particularly active and came to the convertible market at a more rapid pace not seen in years. They believe the convertible market will broaden in 2024 as a sizable amount of traditional debt matures.

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Favorable Tailwinds for Convertible Securities

Jon Vacko, Joe Wysocki
July 3, 2023

Secular trends, cyclical opportunities and broadening issuance are driving opportunities in convertible securities. While we are finding select opportunities to invest in issues with bond-like structures, Calamos Convertible Fund maintains an emphasis on balanced structures.

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Global Convertible Market Update: Portfolio Manager Q&A

Diverse opportunities and structural features provide tailwinds to counter rising rates and equity volatility
April 4, 2022

Senior co-portfolio managers Eli Pars and Joe Wysocki discuss the diverse opportunities in the global convertible market. They explain how convertible securities can provide tailwinds to help investors counter the headwinds of rising rates and equity market volatility.

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Calamos Investment Team Outlooks, October 2021

October 19, 2021

Inflation may be more persistent, and the pace of growth may be slowing, but our teams continue to identify many opportunities across asset classes. Senior members of our investment organization share their outlooks and discuss how they are positioning portfolios. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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Calamos Investment Team Outlooks, July 2021

July 19, 2021

Economic recovery, pent-up consumer demand, and corporate profitability provide a favorable backdrop for investors. However, uncertainty surrounding inflation, interest rate hikes, Covid variants and fiscal policy will contribute to choppy markets in the second half of 2021. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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Calamos Investment Team Outlooks, April 2021

April 19, 2021

The first quarter of 2021 delivered new challenges for investors, including rotational markets, rising interest rates and mounting inflation pressures. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds to navigate the crosscurrents. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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2021 Outlooks from the Calamos Investment Team

January 26, 2021

Senior members of our investment organization discuss their outlooks, the opportunities and risks they see, and how they are positioning the Calamos funds. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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