Higher Rates Are an Opportunity for Hedged Equity Strategies

April 27, 2023

Hear David O’Donohue, SVP and Co-Portfolio Manager discuss why he believes the impact of rising interest rates on option prices has made participation rates for hedged equity strategies appealing.

Recorded on April 21, 2023. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. The views and strategies described may not be suitable for all investors. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations.

S&P 500 Index is a market weighted index and is widely regarded as the standard for measuring US stock market performance. Risk-free rate is the hypothetical rate of return for an investment that is assumed to carry no risk of default; it is frequently represented by a US Treasury obligation.


Media Appearances

Active Management to Construct a Better Hedge

May 1, 2018

Dave O’Donohue, Senior Vice President, Co-Portfolio Manager, points out how a more active, more flexible management approach helps set Calamos apart.

Our “North Star” Trade

May 1, 2018

Jason Hill, Senior Vice President, Co-Portfolio Manager, describes how this model trade serves as “a compass.”

Why We Think Merger Arbitrage Is a Great Opportunity

May 12, 2023

Hear Jason Hill, SVP and Co-Portfolio Manager discuss why we think merger arbitrage is a great opportunity and what sets our merger arbitrage strategy apart.

3 Reasons Driving the Opportunities Set in Convertible Arbitrage in 2023

February 24, 2023

Hear Eli Pars, CFA, Co-CIO, Head of Alternative Strategies, Co-Head of Convertible Strategies, and Senior Co-Portfolio Manager discuss why there are multiple reasons he has a positive outlook on convertible arbitrage opportunities in the current market.