Company

  • Firm Overview
    • Calamos Investments is a global investment firm committed to excellence in investment management and client services
    • A global investment platform with focused, experienced teams, specialized by investment discipline
    • Serving the needs of institutional and individual investors for over 30 years
    • Offering a range of global investment solutions to work with a client's asset allocation framework
      • Equity
      • Fixed Income
      • Convertibles
      • Alternatives
    • Publically listed, employee owned

    Summary

    • Global strategies, global clients, global commitment
    • Based in Naperville, Illinois
    • Experience dating to the 1970s
    • Total Assets^ of $25.6 billion
    • 361 employees*, 78 investment professionals.
  • Our Capabilities
      Strategy/Separate Account Mutual Funds Closed-End Funds Active ETF UCITS Funds
    FIXED INCOME Total Return Total Return Bond Fund CHY | CHI    
      High Income High Income Fund CHW   Global High Income
    ALTERNATIVES Market Neutral Market Neutral Income Fund      
      Long/Short Equity Long/Short Fund      
    LOWER-VOLATILITY U.S. Convertibles Convertible Fund      
      Global Convertibles       Global Convertible Opportunities
      U.S. Opportunities Growth & Income Fund      
      Global Opportunities Global Growth & Income Fund      
      Emerging Economies Evolving World Growth Fund     Emerging Markets
    EQUITY All Cap Value Value Fund      
      Dividend Growth Dividend Growth Fund      
      U.S. Growth Growth Fund CSQ   U.S. Growth
      Focus Growth Focus Growth Fund   Focus Growth  
      U.S. Mid Cap Growth Discovery Growth Fund
    Mid Cap Growth Fund
         
      Int'l Growth | Int'l Growth Concentrated International Growth Fund      
      Global Growth Global Equity Fund CGO   Global Equity
      Emerging Market Equity Emerging Market Equity Fund      
  • Locations

    Corporate Headquarters

    Calamos Investments
    2020 Calamos Court
    Naperville, IL 60563-2787
    Phone: 630-245-7200
    Email: caminfo@calamos.com

    Mutual Fund Client Services:
    800-582-6959
    Local: 630-245-7200
    (Mon-Fri, 8 am to 6 pm central time)

    Private Clients: 888-857-7604
    (Mon-Fri, 8 am to 5 pm central time)

    New York

    Calamos Investments
    610 Fifth Avenue, Suite 700
    New York, NY 10020
    Phone: 212-474-6800
    Email: caminfo@calamos.com

    London

    Calamos Investments LLP
    No. 1 Cornhill
    London, EC3V 3ND, UK
    Phone: +44 (0) 20 3178.8838
    Calamos UK Toll-Free: 0(808)234.4611
    Email: globalinfo@calamos.co.uk

  • Management Team

    John P. Calamos, Sr.

    John P. Calamos, Sr.

    John P. Calamos, Sr. is Chairman, CEO and Global Co-CIO of Calamos Investments, a firm he founded in 1977. With origins as an institutional convertible bond manager, the firm has grown into a global asset management firm with major institutional and individual clients around the world. The firm is headquartered in the Chicago metropolitan area with additional offices in London and New York.

    Mr. Calamos has established research and investment processes centered around a team-based approach designed to deliver superior risk-adjusted performance over full market cycles through a range of U.S. and global investment strategies including equity, fixed income, convertible and alternative investments.

    With 45 years of industry experience, he is often quoted as an authority on risk-managed investment strategies, markets and the economy. He is a frequent speaker at investment seminars and conferences around the world and appears regularly on CNBC, Bloomberg TV and Fox Business Channel.

    Mr. Calamos has written two books: Investing in Convertible Securities: Your Complete Guide to the Risks and Rewards and Convertible Securities: the Latest Instruments, Portfolio Strategies, and Valuation Analysis.

    He received his B.A. in Economics and an M.B.A. in Finance from the Illinois Institute of Technology. He joined the United States Air Force after graduation where he served as a combat pilot during the Vietnam War and ultimately earned the rank of Major.

    Gary Black

    Gary Black

    Gary Black, Global Co-Chief Investment Officer of Calamos Investments, previously served as Chief Executive Officer, Chief Investment Officer, and founding member of Black Capital. Prior to that, he served as Chief Executive Officer of Janus Capital Group from January 2006 through July 2009, and as President and Chief Investment Officer from April 2004 to January 2006. Prior to joining Janus, Mr. Black was Chief Investment Officer of Global Equities at Goldman Sachs Asset Management, which he joined as a partner in June 2001. Prior to this role, Mr. Black headed GSAM's U.S. distribution efforts. Prior to joining Goldman Sachs, Mr. Black was Executive Vice President and head of Alliance Bernstein's global institutional business. He started his investment career in 1992 at Sanford C. Bernstein as a senior research analyst and was named top analyst in his sector for six consecutive years.

    Mr. Black earned an M.B.A. from Harvard Business School, and a B.S. Economics degree from the Wharton School of the University of Pennsylvania.

    Nimish S. Bhatt

    Nimish S. Bhatt

    Nimish Bhatt is responsible for all finance, accounting and tax areas of the company and of the Calamos funds. Before joining our predecessor company in 2004, he spent more than 20 years in accounting, tax and administration in the financial services industry. From 1996 to 2003, Bhatt worked for BISYS Investment Services, where he last served as senior vice president of alternative investment products, tax and quality assurance. Bhatt has a bachelor's degree in Advanced Accounting and Auditing and a law degree in Taxation from India's Gujarat University. He also has an MBA from The Ohio State University. Bhatt is a member of the board of directors of the Illinois Chamber of Commerce and Indian Prairie Education Foundation and previously served as Chairman of the board of NICSA.

  • Mission & Values

    Calamos Mission

    Calamos Investments is a global firm committed to excellence in investment management and client service. Grounded in family values, Calamos provides its associates a challenging environment with the opportunity for personal and professional growth.

    Calamos Values

    • We communicate openly and honestly, providing ongoing and constructive feedback.
    • We think and act like owners, continually enhancing value for all stakeholders: associates, clients and shareholders.
    • We are committed to excellence, focusing on superior execution and continuous improvement.
    • We operate with trust and integrity, and treat each other with care and mutual respect.
    • We are client driven and committed to exceeding clients' needs and expectations.