One Small Cap Story: Vericel

September 24, 2019

Gain insight into the process followed by Brandon M. Nelson, CFA, Senior Portfolio Manager, as he leads the management team for the Calamos Timpani Small Cap Growth Fund (CTSIX).


Video recorded 8/23/19.

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. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on 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 are not to be relied upon as advice or interpreted as a recommendation.

Important Risk Information. An investment in the Fund(s) is subject to risks, and you could lose money on your investment in the Fund(s). There can be no assurance that the Fund(s) will achieve its investment objective. Your investment in the Fund(s) is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The risks associated with an investment in the Fund(s) can increase during times of significant market volatility. The Fund(s) also has specific principal risks, which are described below. More detailed information regarding these risks can be found in the Fund’s prospectus.

It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein.

The principal risks of investing in the Calamos Timpani Small Cap Growth Fund include: equity securities risk consisting of market prices declining in general, growth stock risk consisting of potential increased volatility due to securities trading at higher multiples, and portfolio selection risk.

The Fund invests in small capitalization companies, which are often more volatile and less liquid than investments in larger companies. As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging markets may present additional risk due to potential for greater economic and political instability in less developed countries.

Active management does not guarantee investment returns or eliminate the risk of loss. It should not be assumed that any securities mentioned in this recording will be profitable or experience equal performance in the future.

801721 0919

Media Appearances

The #1 Lesson About Investing in Small Caps

September 24, 2019

Brandon M. Nelson, CFA, Senior Portfolio Manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), reminds investors that not all great companies turn out to be great stocks as well.

The Goal: Fundamental Momentum

September 24, 2019

In this Q&A video, Brandon M. Nelson, CFA, Senior Portfolio Manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), describes the core components of fundamental momentum: sustainable growth and underestimated growth.

A No-Nonsense Sell Discipline

September 24, 2019

Watch as Brandon M. Nelson, CFA, Senior Portfolio Manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), explains why he sees his team’s sell discipline as a competitive advantage.

Small Cap Stocks Offer the 'Most Exploitable' Opportunities

May 31, 2019

Brandon Nelson, Senior Vice President, Senior Portfolio Manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), discusses the potential for disproportionate rewards when investing in small cap stocks.