Starting with a Broader Opportunity Set
May 17, 2018
Nick Niziolek, Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager, starts with more than 11,000 companies that are screened using proprietary valuation and quantitative tools to identify and rank opportunities.
Defensive Equity vs. Fixed Income Alternative
May 1, 2018
Dave O’Donohue, Senior Vice President, Co-Portfolio Manager, explains how the two hedging strategies have different risk profiles and return expectations.
Convertible Bonds Offer An Asymmetric Return Profile
May 1, 2018
Eli Pars, Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Senior Co-Portfolio Manager, points out the potential of convertible bonds to “generate returns similar or better than the equity market with substantially less volatility.”
Convertibles: For An Equity or Bond Allocation
May 1, 2018
Eli Pars, Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Senior Co-Portfolio Manager, explains how convertible securities can be used as part of a core equity allocation or as a fixed income alternative.
Going Beyond the Benchmark Helps Discover Opportunities Early
May 1, 2018
Along with his team, Nick Niziolek, Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager, looks for companies that are benefiting from secular tailwinds, regardless of market cap.
Why We Like Unrated Convertibles
May 1, 2018
“We often like those credits,” says Eli Pars, Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Senior Co-Portfolio Manager, noting their position in the capital structure and their significant presence within the convertibles market.
Pursuing 2 Strategies to Generate Alpha
May 1, 2018
Jason Hill, Senior Vice President, Co-Portfolio Manager, characterizes the strategy as having two primary components, an option-hedge portion and an S&P replication basket.
Our “North Star” Trade
May 1, 2018
Jason Hill, Senior Vice President, Co-Portfolio Manager, describes how this model trade serves as “a compass.”
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.