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Investment Ideas

Investment Ideas

CIHEX Took the Sting Out of S&P 500 Volatility

As the Calamos Hedged Equity Income Fund (CIHEX) pursues upside participation in equity markets, it uses a covered call strategy attempting to limit downside risk. Over time, the fund’s options-based risk management strategy seeks to generate returns with less volatility.

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The Complexities of Investing in Convertibles: What Every Advisor Should Know

Combining equity and bond characteristics into one security creates some unique complexities best handled by active management.

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How Equity Alternatives Have Performed When Rates Rose

A look at the strong performance of Calamos convertible-using funds, hedged equity and long/short equity funds in rising rate periods.

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Compare Convertibles vs. Fixed Income with This Interactive Quilt

Our interactive quilt enables comparison of convertibles securities performance vs. fixed income asset classes.

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Looking to De-Risk? Consider CGIIX

The Calamos Growth and Income Fund (CGIIX) has outperformed the S&P 500 Index over multiple market cycles, providing strong relative performance in varied markets.

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Using Convertibles to Manage Technology Risk

Convertibles, when managed appropriately, can be a powerful tool to provide upside participation in technology growth stocks while protecting against downside risk.

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Ride Out the Bull Market with a Lower Volatility Alternative: CIHEX

CIHEX provided hedged equity exposure—a less volatile ride than the S&P but with more growth than a bond fund.

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Not Too Late: Convertibles Still Undervalued

Even after a year of strong performance, the convertible securities market was trading near the lower end of its historical valuation range as of 7/30/18.

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Watch: The Specific Appeal of Convertible Securities

Here are three brief videos on the appeal of convertible securities and their use in an asset allocation.

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Watch: Answers to Frequently Asked Questions about Our Covered Call Strategy

CMNIX and CIHEX co-portfolio managers discuss the active hedging difference.

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