Growth Equities
Explore our growth investing capabilities across geographies and market caps

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

The Cycle Persists Through Geopolitical Disruption

Calamos Growth and Income Fund manager John Hillenbrand views the Iran war as a mid-cycle disruption rather than a contraction catalyst. He maintains equity exposure while concentrating in AI infrastructure, energy, and biotech, with conflict resolution and the inflation trajectory as the key watchpoints.

Equity Markets in the Eye of the Storm

Calamos Growth Fund and Select Fund managers acknowledge significant geopolitical and macro headwinds in the first quarter of 2026 but maintain that the US economic foundation remains intact. Their base case calls for conflict resolution within months, and they are selectively adding to quality positions on weakness.


Resources

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