As 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 PostBrandon Nelson, CFA, shares his perspective on the strong performance of small caps during the fourth quarter, his outlook and discusses how Calamos Timpani Small Cap Growth Fund (CTSIX) and Calamos Timpani SMID Growth Fund (CTIGX) are positioned for the opportunities he sees.
Read PostSmall caps are relatively inexpensive, have tended to do well after bear market bottoms and are entering what historically has been a seasonally strong period from October through April. Moreover, we believe we are in the early stages of a new upcycle for our particular investment style.
Read PostSenior Portfolio Manager Brandon Nelson discusses why he’s excited about the prospects for small caps and even more optimistic about small cap growth stocks and the opportunities for Calamos Timpani Small Cap Growth Fund (CTSIX).
Read PostWe expect markets to broaden, and small caps are likely to participate. We’re also encouraged that the market is rekindling its appreciation for stocks with above-average growth prospects and visible fundamental strength, which we believe is a favorable backdrop for CTSIX and CTIGX.
Read PostA lot of attention has been given to what the mega caps are doing with AI, but there are many opportunities for small- and mid-cap companies in the rapidly evolving AI ecosystem. Senior Portfolio Manager Brandon Nelson takes a closer look.
Read PostThe investment style headwinds that have challenged CTSIX and CTIGX over recent months show signs of abating, and falling correlations bode well for savvy, fundamentally driven approaches, according to Senior Portfolio Manager Brandon Nelson.
Read PostThe Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.
Read PostDespite market volatility and many macro-level uncertainties, our teams continue to identify opportunities across asset classes. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.
Read PostAt Calamos, we believe there is opportunity in every market—including the most volatile ones. Senior members of our investment organization discuss how they are managing risk and positioning the Calamos funds. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.
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