Investment Team Voices

Carbon Capture Technologies: The Industry Debate and Our View

Beth Williamson
November 28, 2023

As the annual UN climate meeting Conference of the Parties (COP28) approaches, the topic of Carbon Capture Technologies is predicted to spark debate amongst the sustainability community. The Calamos Sustainable Equities Team clarifies what carbon capture is, why it is controversial, and where we stand on it.

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Part 3: Experience Counts and a History of Synergy

Special Three-Part Series
November 20, 2023

In part three of the interview, the Calamos Sustainable Equities Team members share their philosophy for longevity and investment success through the decades: “It has always been about making money and generating returns. The way a company interacts with the environment, the community where it operates, its supply chain, its employees, shareholders, and society at large matters.”

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Part 2: An Investment Approach that Relentlessly Pursues Leaders

Special Three-Part Series
November 13, 2023

In part two of a special three-part interview, the Calamos Sustainable Equities Team share their insights on building enduring portfolios that seek to deliver clients long-term outperformance by holding leading companies offering both quality financial fundamentals and quality sustainability characteristics.

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Part 1: Straight Talk with the Calamos Sustainable Equities Team

Special Three-Part Series
November 6, 2023

In a special three-part interview, the Calamos Sustainable Equities Team share their insights on building enduring portfolios that seek to deliver clients long-term outperformance by holding leading companies offering both quality financial fundamentals and quality sustainability characteristics.

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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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Perspectives on Innovation: Why “Net Zero” Wins over “Carbon Neutral”

Beth Williamson, Valia Tsoukopoulou
August 24, 2023

The Calamos Sustainable Equities Team breaks down why and how a company’s carbon strategy can have far-reaching impacts on everything from reputation to cost savings to new market access. Moreover, they explain why their investment criteria favor companies that pursue a net-zero strategy.

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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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