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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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Barron’s Profiles How CMNIX Uses Volatility to Generate Returns

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

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No Matter What: CMNIX

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

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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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CIHEX Played Defense in the First Half—and Finished Ahead of the S&P 500

Calamos Hedged Equity Income Fund (CIHEX) is a defensive equity strategy that worked in the first six months of 2018.

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New On-demand Presentation Explains CMNIX Process, Results

Watch this video to better understand how bond alternative Calamos Market Neutral Income Fund (CMNIX) has provided lower volatility and a steady income stream.

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Here’s How CIHEX Collars Equity Market Volatility

Calamos Hedged Equity income Fund (CIHEX) portfolio manager provides three examples of recent hedges.

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Revisiting the Half Caff Alternative Allocation in a Dramatically Different Environment

Here’s how an income and equity alternative allocation performed in the volatile first quarter of 2018.

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It’s About More Than Performance—How to Evaluate an Alternative Fund

Here is a real life illustration of the importance of looking at performance plus when evaluating the role a liquid alt can play.

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Back for One More Bow: Our Favorite Charts of the Year

These charts were among the most effective for discussing opportunities in 2018, a year characterized by the return of volatility, rising rates and technology stocks’ falling back to earth.

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Market’s Down Hundreds of Points—And All Is Calm at Calamos

Calamos’ risk-managed approach anticipates and plans for market volatility.

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Calamos Alternative Funds Are Breaking Away from the Pack in 2018

Calamos liquid alternative funds have worked over full market cycles and during 2018’s bursts of volatility.

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Using Covered Calls to Protect Against Fast-Moving Down Markets

Given this year’s volatility, we find ourselves talking most about CIHEX’s resiliency in equity down markets.

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2 Ways to Use Our Market Neutral Income Fund

Here’s how financial advisors tend to use Calamos Market Neutral Income Fund (CMNIX) in their clients’ portfolios.

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Pursuing A Comfortable Way of Investing in Turbulent Markets: CIHEX

CIHEX is an alternative fund that exclusively uses covered call writing for the purpose of generating income and managing risk.

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CMNIX Webcast: Join Us February 28

Calamos Market Neutral Income Fund February 28 webcast will focus on what financial advisors can do to position portfolios for rising rates and volatility.

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How One Advisor Prepares His Clients for Market Shocks

We start 2018 with conditions—low market volatility, fuller valuations and rising rates—that could change quickly, challenging assumptions.

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Wealth Planning After Tax Reform

Some answers to questions financial advisors may be fielding regarding the new tax legislation.

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Watch: CMNIX’s Pars on Convertible Arbitrage

Brief videos with Eli Pars provide an update on the convertible bond market and an explanation of how convertible arbitrage works.

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Convertible Arbitrage: Just The Basics

The basics of convertible arbitrage explained.

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A Guide to the Congressional Tax Plan

Download this quick reference guide that compares the Congressional tax proposal released November 2 to current law and to the White House tax plan released April 26.

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Not Every Alternative Fund Is Pricey

Don’t let price be what keeps you about learning more about what this market neutral fund can do for clients’ portfolios.

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The New Money Conundrum

The advisors’ conundrum: Eight years into the equity bull market and 35 years into the fixed income bull market, where to put a client’s new money?

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How Fed Move Will Impact Economy, Financials

Quantitative tightening could be good for the financials sector, says Calamos Phineus Long/Short Fund Senior Co-Portfolio Manager Michael Grant.

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There’s an Alternative to Cash: Market Neutral

Investor allocations to cash reflect the discomfort with the stock market. One alternative is to rely on the hedging of equities to produce return over varying market cycles—to be market neutral.

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Now Try This: How 2 Alts Handle Volatility in a Retirement Portfolio

Using a 100% alternative allocation to draw down retirement assets.

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How Do Alternative Investments Perform in a Rising Interest Rate Environment?

Setting sights beyond traditional investments may better prepare portfolios for future rate hikes. See why alternative investments may make sense.

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TIPS Vs. Market Neutral Income Funds

TIPS are not the only alternative for investors seeking an inflation hedge. Market neutral funds have demonstrated resilience when interest rates rise.

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Beware: Reliance on Credit-Sensitive Funds Can Undermine Fixed Income Allocation

Investors’ shift toward lower quality high yield and bank loan funds introduces credit risk to the fixed income portion of a portfolio meant for capital preservation.

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When Interest Rates Spiked, CMNIX Added Alpha

A single event can cause interest rates to spike. Here’s an example of how active management made the most of a market opportunity.

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Seeking to Absorb Market Shocks, Recover and Keep on Growing?

Downward spikes in the market, like the response to the recent Brexit referendum, can shock investors’ portfolios. Alternative strategies may shield portfolios enabling the portfolio to get back to growing.

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