What Makes CPLIX Different

December 13, 2017

Michael Grant, SVP, Senior Portfolio Manager, says the team has the flexibility to “to play whatever hand the market deals us.”


Video recorded 11/8/2017.

Before investing carefully consider the fund's investment objectives, risk, charges, and expenses. Please see the prospectus and the summary prospectus containing this other information or call 1-800-583-6959. Read it carefully before investing.

Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. The material has been prepared for informational purposes only, and is not intended to provide, and should not be relied upon for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and care not to be relied upon as advice or interpreted as a recommendation.

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Media Appearances

Global Allocation Flexibility: The Secret Sauce

December 13, 2017

Michael Grant, SVP, Senior Portfolio Manager, discusses why the team’s ability to asset allocate equity capital across the entire global equity universe is key in delivering superior returns.

Separating What’s Important from What’s Not

December 13, 2017

Michael Grant, SVP, Senior Portfolio Manager, says the days of information as an investor’s edge are over. Good decisions, not good information, are what counts now.

How We Pursue Superior Returns

December 13, 2017

Michael Grant, SVP, Senior Portfolio Manager, describes the appeal of long/short equity: to act like a long-only investor when the environment is favorable and yet to have the flexibility to preserve capital when the environment turns.

The Long Short Model | Calamos Phineus Long/Short Fund

July 27, 2016

Michael Grant, SVP, Senior Co-Portfolio Manager, breaks down his philosophy and approach to the Calamos Phineus Long/Short Fund. Key topics include the long/short model, manager flexibility, and the structure used to implement investment ideas within the portfolio. Video recorded June 29, 2016.