Investment Team Voices

Productivity Improvement Provides Upside Opportunities

John Hillenbrand
April 4, 2024

Calamos Growth and Income Fund (CGIIX) pursues lower-volatility equity participation through a multi-asset-class approach. Given our expectation of positive economic growth over the next year, we focus on real growth and return improvement areas.

Read Post

Welcoming in a More Discerning Market

Matt Freund, Michael Kassab
April 4, 2024

Emerging themes from 2023 have multidecade potential, and we seek to uncover new ways to capture this secular growth potential in the Calamos Growth Fund (CGRIX) portfolio.

Read Post

Selective Risk Exposure Remains Our Target

John Hillenbrand
April 3, 2023

Calamos Growth and Income Fund reflects selective risk positioning in specific areas that we believe have real growth tailwinds, in companies with improving returns on capital in 2023 and 2024, and in equities and fixed income with valuations at favorable expected risk-adjusted returns.

Read Post

An Improved Backdrop for Growth Stocks

Matt Freund, Michael Kassab
April 3, 2023

The investment team of Calamos Growth Fund sees the current rate environment, moderating inflation and reasonable global growth providing a solid backdrop for secular growth companies.

Read Post