What is Calamos' investment philosophy?

Asked 2 years ago
Calamos Investments adheres to a distinctive investment philosophy that emphasizes a blend of growth and value investing, focusing on total return strategies. This philosophy is grounded in the belief that markets are often inefficient, presenting opportunities for skilled investors to capitalize on mispriced assets. By employing a fundamental research-driven approach, Calamos seeks to identify companies with strong growth potential that are trading at attractive valuations. The firm emphasizes the importance of risk management as integral to its investment process. Calamos integrates diverse investment strategies, including equities, fixed income, and alternative investments, to create a balanced portfolio that can withstand various market conditions. This multi-faceted approach allows for flexibility in adjusting to changing economic environments while aiming to provide consistent performance and downside protection for investors. In addition to its focus on equity and fixed income strategies, Calamos incorporates options strategies to enhance yield and manage portfolio risk. This unique combination reflects their commitment to proactive management, as they continuously seek to optimize portfolio performance through market cycles. Calamos Investments also prioritizes alignment with clients' long-term objectives and fosters a client-centric approach. By understanding investor goals, the firm aims to craft investment solutions that not only seek to grow capital but also address specific financial needs and aspirations. For the latest insights on Calamos' investment philosophy, interested parties may want to explore their official website for further details.
Jeff Whelpley is the editor / author responsible for this content.
Answered Sep 5, 2025

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