Investment Team Voices

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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Narrow Market Likely to Broaden to Quality Stocks Across Sectors

Jim Madden, Tony Tursich, Beth Williamson
July 3, 2023

The dominance of US mega-cap tech stocks looks set to give way to broader leadership, favoring quality companies across sectors. We believe SROIX will be well positioned in an environment where quality is rewarded and risk management matters.

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Quality for Uncertain Times

Jim Madden, Tony Tursich, Beth Williamson
April 3, 2023

The Calamos Sustainable Equities Team shares their perspective on recent volatility, the potential for additional market shocks and how they are positioning Calamos Antetokounmpo Sustainable Equities Fund with an emphasis on higher-quality companies that companies that can better withstand inflation, rising rates and slowing growth.

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Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) Investment Team Outlook

Jim Madden, Tony Tursich, Beth Williamson
March 30, 2023

Just one quarter into 2023, and investors can now add a crisis of confidence in the banking system and a raging debate over ESG investing to the list of challenges. However, all of this only bolsters our conviction in SROI’s global core growth stock portfolio that focuses on unlocking performance and delivering societal returns.

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Calamos Investment Team Outlooks, October 2021

John P. Calamos, Sr., Jon Vacko, Joe Wysocki, Brandon M. Nelson, Eli Pars, Jim Madden, Tony Tursich, Matt Freund, Christian Brobst, Charles E. Carmody, John Hillenbrand, Michael Grant, Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge, Michael Kassab, Bill Rubin
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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