Investment Team Voices

Small-Cap Growth Opportunities: Investment Themes in a Changing World

Brandon M. Nelson
April 21, 2020

There’s a very compelling case for small-cap stocks today, according to Senior Portfolio Manager Brandon Nelson. He believes many of CTSIX’s holdings can benefit from thematic tailwinds as enduring trends emerge in the wake of COVID-19, such as work from home and play at home.

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Asset Allocation Perspectives: Responding to Risk While Staying Invested

John P. Calamos, Sr.
April 9, 2020

John P. Calamos, Sr. explains why it makes sense to stay invested through uncertainty. There are variety of ways to potentially reduce the equity exposures in a portfolio without going to cash—for example, by including risk-managed liquid alternative and convertible security strategies.

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