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.

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).

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.

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.

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.

In a strong equity market, some convertibles can have a high degree of participation, but can also leave clients exposed to downside risk. Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager, explains how active management helps “create a portfolio that has the optimal risk/reward throughout the full market cycles.”

Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager, points out that convertibles have historically produced positive total returns during rising rate environments that traditional fixed income has struggled with.

Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager, observes that technology companies are typically growth companies, often with healthy valuations. An investor in a tech company’s convertible expects to participate in the upside when anticipated growth materializes, while seeking to avoid much of the downside if it does not.

A convertible issuer’s below-investment grade rating—or no rating at all—is not the negative signal that an uninformed investor might expect, explains Joe Wysocki, CFA, Senior Vice President, Co-Portfolio Manager.