Calamos Investments

Calamos Institutional Strategies Offers Equity, Convertible, High Income and Alternative Investment Strategies.

For a monthly analysis of the small cap market by Brandon M. Nelson, CFA, Senior Vice President and Senior Portfolio Manager, and data on small cap performance and fund flows, subscribe to the Calamos Small Cap Growth Snapshot.

For an update on performance and flows in the Morningstar liquid alternatives categories, subscribe to the Calamos Alternatives Snapshot.

Calamos Investments extended its partnership with the Chicago Bulls for multiple years.

For current data showing the positive long-term impact of remaining invested during turbulent markets, please consider the following charts.

For a quarterly update on the performance, issuance, credit quality and more of the global convertible securities market, subscribe to the Calamos Global Convertible Market Snapshot.

Calamos Investments is a trusted global investment firm with an unwavering commitment to value-added performance and exceptional client service. Grounded in family values, Calamos provides its associates a challenging environment with the opportunity for personal and professional growth.

The company offers life and wellness benefits, professional development, and financial wellness programs.

The Structured Protection ETFs Weekly Rate Sheet provides updates on caps and cap ranges.

The Calamos Aksia portfolio management team manages investments for clients.

Phil communicates Calamos’ private market strategies, investment process, and performance to clients.

Robert Bush joined Calamos in 2012. As director of closed-end fund products, he is responsible for optimizing the firm’s closed-end fund business. He acts as a liaison for the firm, communicating with the investor, research and brokerage communities about the Calamos closed-end funds.

Calamos Investments is a global investment firm serving the needs of individuals, investment professionals, and institutions.

Calamos associates organize to give back to the community across an array of initiatives.

Calamos considers Environmental, Social and Governance (ESG) factors in investment decisions while prioritizing clients’ long-term interests.

Headquartered in the Chicago metropolitan area, Calamos Investments also has offices in New York, San Francisco, and Milwaukee.

Calamos Investments provides global investment strategies across alternatives, multi-asset, convertible, fixed income, and equity through various fund structures.

The Calamos Investments Privacy Policy details measures to protect personal information.

Calamos Investments has developed a Business Continuity Plan to address a possible business disruption, emergency or catastrophic event.

Calamos Asset Management introduces **CAYN**, the first indexed *least-of* (worst-of) autocallable income ETF. The fund uses an indexed structure to provide investors exposure to autocallable notes tied to a basket of underlying assets, offering potential for accelerated returns if the index meets predefined conditions. This expands Calamos’ leadership in autocallable ETFs by combining structured product mechanics with passive index tracking.

Oct 2026 · PR NewswireNews article

Calamos converts its top-performing **Calamos Timpani SMID Growth Fund** into an ETF, the **Calamos Timpani Active SMID Growth ETF (CTAG)**, now available on the Texas Stock Exchange. The fund targets small- and mid-cap growth stocks and ranks among the best in the Morningstar Small Growth category. Portfolio manager **Brandon Nelson** leads the strategy, bringing his award-winning expertise to ETF investors.

Sep 2026 · Morningstar, Inc.News article

Calamos Investments marks John Koudounis’ 10-year tenure as CEO with record-high performance and sustained growth. The firm highlights key milestones achieved during his leadership, including expanded asset management and strategic initiatives. The anniversary underscores a decade of operational success and industry recognition for the investment firm.

May 2026 · PR NewswireNews article

Calamos launches the **Calamos Autocallable Growth ETF** to focus on capital growth. The firm expands its autocallable ETF lineup with this new product, catering to investors seeking structured growth strategies.

Apr 2026 · InvestmentNewsNews article