Literature, Forms & Resources
Commentary
Calamos Investment Team Outlooks
Senior members of our investment organization share their outlooks and discuss how they are positioning portfolios. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.
Closed-End Monthly Snapshot
Strategies for the Search for Income
Rising rates and inflation create challenges for traditional fixed income investments. For nearly 20 years, Calamos closed end funds have offered innovative approaches designed to address these challenges.
Investment Team Voices
ESG Perspectives: The Investment Case for Corporate Diversity
December 10, 2021
Studies have shown that companies with more diverse management teams and boards are more likely to outperform their less diverse counterparts, explains Beth Williamson, Head of Sustainable Equity Team Research. For more than 20 years, the Calamos Sustainable Equity Team has recognized that diverse companies can produce higher financial returns and have lower risk.
Insights
All About Convertible Securities
For more than 40 years, Calamos has been a pioneer in using convertible securities to help investors achieve a range of asset allocation goals. With active management, convertibles may provide the best of both worlds offered by stocks and bonds.
| Fund Name | Fact Sheet (A-I) | Fact Sheet (Z) | Fact Sheet (I, Z) | Commentary | KIIDS | Supplement | Annual Report | Semi-annual Report | Full Prospectus |
|---|---|---|---|---|---|---|---|---|---|
| Global Convertible Fund | Fact Sheet (Share Class Z) | Fact Sheet (Share Class I, Z) | Quarterly Commentary | KIIDS | Calamos Global Convertible Fund Supplement | Annual Report | Semi-annual Report | Calamos Global Convertible Fund Prospectus | |
| Growth and Income Fund | Fact Sheet (Share Class A, N, I, Z) - English | Fact Sheet (Share Class A, N, I, Z) - English | KIIDS | Calamos Growth and Income UCITS Supplement | Semi-annual Report | Calamos Growth and Income UCITS Prospectus |
| Fidelity MMF FCSXX (exchangeable from Calamos Class A) Pro |
| Fidelity MMF FISXX (exchangeable from Calamos Class I) Pro |
| Fidelity MMF FTVXX (exchangeable from Calamos Class B, C) Pro |