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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.

Mutual Funds

Fund Name	Fact Sheet	Quarterly Commentary	Summary Prospectus	Statutory Prospectus	Annual Report	Semiannual Report	SAI
Market Neutral Income	Calamos Market Neutral Income Fund Fact Sheet	Calamos Market Neutral Income Fund Quarterly Commentary	Calamos Market Neutral Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Hedged Equity	Calamos Hedged Equity Fund Fact Sheet	Calamos Hedged Equity Fund Quarterly Commentary	Calamos Hedged Equity Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Phineus Long/Short	Calamos Phineus Long/Short Fund Fact Sheet	Calamos Phineus Long/Short Fund Quarterly Commentary	Calamos Phineus Long/Short Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Convertible	Calamos Convertible Fund Fact Sheet	Calamos Convertible Fund Quarterly Commentary	Calamos Convertible Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Global Convertible	Calamos Global Convertible Fact Sheet	Calamos Global Convertible Fund Quarterly Commentary	Calamos Global Convertible Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Timpani Small Cap Growth	Calamos Timpani Small Cap Growth Fund Fact Sheet	Calamos Timpani Small Cap Growth Fund Quarterly Commentary	Calamos Timpani Small Cap Growth Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Timpani SMID Growth	Calamos Timpani SMID Growth Fund Fact Sheet		Calamos Timpani SMID Growth Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Growth	Calamos Growth Fund Fact Sheet	Calamos Growth Fund Quarterly Commentary	Calamos Growth Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Growth and Income	Calamos Growth and Income Fund Fact Sheet	Calamos Growth and Income Fund Quarterly Commentary	Calamos Growth and Income Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Dividend Growth	Calamos Dividend Growth Fund Fact Sheet		Calamos Dividend Growth Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Select	Calamos Select Fund Fact Sheet		Calamos Select Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
International Growth	Calamos International Growth Fund Fact Sheet	Calamos International Growth Fund Quarterly Commentary	Calamos International Growth Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Evolving World Growth	Calamos Evolving World Growth Fund Fact Sheet	Calamos Evolving World Growth Fund Quarterly Commentary	Calamos Evolving World Growth Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Global Equity	Calamos Global Equity Fund Fact Sheet	Calamos Global Equity Fund Quarterly Commentary	Calamos Global Equity Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Global Opportunities	Calamos Global Opportunities Fund Fact Sheet	Calamos Global Opportunities Fund Quarterly Commentary	Calamos Global Opportunities Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
International Small Cap Growth	Calamos International Small Cap Growth Fund Fact Sheet		Calamos International Small Cap Growth Fund Prospectus	Calamos International Small Cap Growth Fund Statutory Prospectus			Calamos International Small Cap Growth Fund SAI
Global Sustainable Equities	Calamos Global Sustainable Equities Fund Fact Sheet	Calamos Global Sustainable Equities Fund Quarterly Commentary	Calamos Global Sustainable Equities Fund Prospectus	Statutory Prospectus			SAI
Total Return Bond	Calamos Total Return Bond Fund Fact Sheet	Calamos Total Return Bond Fund Quarterly Commentary	Calamos Total Return Bond Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
High Income Opportunities	Calamos High Income Opportunities Fund Fact Sheet	Calamos High Income Opportunities Fund Quarterly Commentary	Calamos High Income Opportunities Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI
Short-Term Bond	Calamos Short-Term Bond Fund Fact Sheet	Calamos Short-Term Bond Fund Quarterly Commentary	Calamos Short-Term Bond Fund Prospectus	Statutory Prospectus	Annual Report	Semi-Annual Report	SAI

Closed End Funds

Fund Name	Fact Sheet	Quarterly Commentary	Statutory Prospectus	Annual Report	Semiannual Report	SAI
Calamos Long/Short Equity & Dynamic Income Trust (CPZ)	CPZ Fact Sheet	CPZ Quarterly Commentary	CPZ Prospectus	CPZ Annual Report	CPZ Semiannual Report	CPZ SAI
Calamos Global Total Return Fund (CGO)	CGO Fact Sheet	CGO Quarterly Commentary	CGO Prospectus	CGO Annual Report	CGO Semiannual Report	CGO SAI
Calamos Dynamic Convertible and Income Fund (CCD)	CCD Fact Sheet	CCD Quarterly Commentary	CCD Prospectus	CCD Annual Report	CCD Semiannual Report	CCD SAI
Calamos Strategic Total Return Fund (CSQ)	CSQ Fact Sheet	CSQ Quarterly Commentary	CSQ Prospectus	CSQ Annual Report	CSQ Semiannual Report	CSQ SAI
Calamos Global Dynamic Income Fund (CHW)	CHW Fact Sheet	CHW Quarterly Commentary	CHW Prospectus	CHW Annual Report	CHW Semiannual Report	CHW SAI
Calamos Convertible and High Income Fund (CHY)	CHY Fact Sheet	CHY Quarterly Commentary	CHY Prospectus	CHY Annual Report	CHY Semiannual Report	CHY SAI
Calamos Convertible Opportunities and Income Fund (CHI)	CHI Fact Sheet	CHI Quarterly Commentary	CHI Prospectus	CHI Annual Report	CHI Semiannual Report	CHI SAI

UCITS Funds

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			Calamos Growth and Income UCITS Prospectus

Institutional Strategies

Strategy Name	Fact Sheet	Quarterly Commentary
US All Cap Growth Strategy	US All Cap Growth Fact Sheet	US All Cap Growth Performance Review
International Growth Strategy	Fact Sheet	Performance Review
International Growth Concentrated Strategy	Fact Sheet	Performance Review
Global Growth Strategy	Fact Sheet	Performance Review
Timpani Small Cap Growth Strategy	Timpani Small Cap Growth Fact Sheet	Performance Review
Timpani SMID Growth Strategy	Timpani SMID Strategy Fact Sheet	Timpani SMID Growth Strategy Performance Review
Timpani Enhanced Alpha Strategy	Calamos Timpani Enhanced Alpha Strategy
Emerging Economies Strategy	Fact Sheet	Performance Review
US Opportunities Strategy	Fact Sheet	Performance Review
Global Opportunities Strategy	Fact Sheet	Performance Review
International Sustainable Equities SMA Strategy	International Sustainable Equities SMA Strategy Fact Sheet	International Sustainable Equities SMA Strategy Performance Review
Global Sustainable Equities SMA Strategy	Global Sustainable Equities SMA Strategy Fact Sheet	Performance Review
US Sustainable Equities SMA Strategy	US Sustainable Equities SMA Strategy Fact Sheet
High Income Opportunities Strategy	Fact Sheet	Performance Review
Dynamic Intermediate Tax-Efficient Strategy	Calamos Dynamic Intermediate Tax-Efficient Fact Sheet	Calamos Dynamic Intermediate Tax-Efficient Performance Review
Core Plus Fixed Income Strategy	Fact Sheet	Performance Review
US Convertible Strategy	Fact Sheet	Performance Review
Global Convertible Strategy	Fact Sheet	Performance Review
Phineus Long/Short Strategy	Fact Sheet	Performance Review
Market Neutral Income Strategy	Fact Sheet	Performance Review
Hedged Equity Strategy	Fact Sheet	Performance Review