Investment Ideas

We See Big Opportunities for Small Caps in 2023—Hear the Replay from Senior Portfolio Manager Brandon Nelson’s Webcast

Brandon Nelson, CFA

February 28, 2023

On a February 23 webcast, Senior Portfolio Manager Brandon Nelson shared his conviction that the pendulum is swinging in favor of the small-cap asset class. He believes many signs look especially promising for CTSIX’s portfolio of secular growth companies with visible revenue streams, which should be less vulnerable to any broad economic slowdown.

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CMNIX: Three Reasons to Be Excited about the Fund’s Prospects in 2023—Hear the Replay from Co-CIO Eli Pars’ Webcast

February 16, 2023

On a February 14 webcast, Co-CIO Eli Pars shared his thoughts on a convergence of factors that bode well for Calamos Market Neutral Income Fund (CMNIX) in 2023, including upbeat convertible arbitrage expectations, a bullish convertible issuance outlook, and the fund’s ongoing ability to deliver low-duration diversification.

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Pounding the Table on Emerging Market Opportunities

Todd Speed

January 11, 2023

The Calamos Global Team’s bull case for emerging markets is supported by their analysis of a weaker US dollar, evolving monetary policy, China’s economic reopening, moderating inflation pressures and an expected acceleration in emerging markets’ economic growth relative to developed markets.

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The Key to CPLIX’s 2022 Success: Knowing When and Where to Lean into Equity Risk

Michael Grant

December 7, 2022

The goal of Calamos Phineus Long/Short Fund (CPLIX) led by Co-CIO and Senior Co-Portfolio Manager Michael Grant: To deliver competitive outcomes by cutting off volatility tails—which helps keep clients invested.

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How CMNIX Battled the Bear—Hear the Replay from Co-CIO Eli Pars' Webcast

December 6, 2022

Investment professionals joined us December 6 for a review of 2022 and a look ahead to the new year with Eli Pars, CFA, Co-CIO, Head of Alternative Strategies, Co-Head of Convertible Strategies, and Senior Co-Portfolio Manager.

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Small Caps? Do Your Tax Loss Selling Now and Head into 2023 with CTSIX

November 18, 2022

Calamos Timpani Small Cap Growth Fund (CTSIX) is well positioned to make the most of the small cap comeback that Calamos, along with many others, anticipates.

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The Fed Will Slow If Not Pause, Inflation Will Reverse—and the Climate Will Turn Positive for Equities: CPLIX’s Grant

November 4, 2022

A fundamental economic downturn "is neither imminent nor likely to be severe," writes Michael Grant, Calamos Co-Chief Investment Officer and Senior Co-Portfolio Manager of Calamos Phineus Long/Short Fund (CPLIX).

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Is Now the Time to Upgrade Your EM Manager?

Todd Speed

October 31, 2022

We take a look at how the largest and widely held active emerging markets funds met the test of recent years—and we compare it to the performance of Calamos Evolving World Growth Fund (CNWIX).

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Broadband Funding: A Meaningful Opportunity for Small Caps

October 21, 2022

Government initiatives providing > $100 billion in broadband funding could have a substantial impact. The Calamos Timpani Small Cap Growth Fund (CTSIX) team wants to own the stocks of the companies on the receiving end of that spend.

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Today's Trading Opportunity: Hedged Equity for a Market Crash or a Market Rally

October 17, 2022

Many defined outcome products are down year-to-date, and there are ample opportunities to harvest losses and move into a comparable product that could be more tactically advantageous.

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