Menu
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.

Read Post

Barron’s Profiles How CMNIX Uses Volatility to Generate Returns

Barron’s profiles Eli Pars about the Calamos Market Neutral Income Fund (CMNIX).

Read Post

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.

Read Post

No Matter What: CMNIX

Here’s why we call the market neutral fund category leader both consistent and resilient.

Read Post

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.

Read Post

Compare Convertibles vs. Fixed Income with This Interactive Quilt

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

Read Post

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.

Read Post

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.

Read Post

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.

Read Post

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.

Read Post