Growth Equities Capabilities
Calamos delivers growth equity strategies focused on long-term performance and guided by fundamental, active management. Our capabilities target growth opportunities across US and international markets, including companies across the market capitalization spectrum.
Our US growth team takes a high active share approach, with rigorous research and a high relative growth focus. In our international and global strategies, our team seeks risk-adjusted returns through investment in companies with both high growth and quality attributes in developed and emerging markets. Our small-cap team employs a disciplined, high-growth style that seeks companies with high and sustainable growth potential.
Recent Growth Equities Insights
Although the rally may slow, we expect leadership will broaden beyond the “Magnificent Seven” of mega-cap stocks, rewarding a broader group of companies with consistent cash flow generation and strong balance sheets. Calamos Growth Fund has significant positions in technology companies that are now viewed as key AI players.
We expect markets to broaden, and small caps are likely to participate. We’re also encouraged that the market is rekindling its appreciation for stocks with above-average growth prospects and visible fundamental strength, which we believe is a favorable backdrop for CTSIX and CTIGX.