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The investment seeks long-term capital growth. The fund invests primarily in a globally-diversified portfolio of equity securities. It normally invests at least 80% of its net assets (plus any borrowings) in equity securities, including convertible securities convertible into equity securities. The fund's portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. It invests at least 40% of its assets in securities of foreign issuers. The fund may invest in securities of issuers in emerging markets to a significant extent.
Name | Title | Since | Until |
---|---|---|---|
Kyle Ruge | - | 2024 | Now |
Biography | Kyle Ruge joined CALAMOS ADVISORS in September 2006 and since January 2022 has been an Associate Portfolio Manager. From September 2015 to December 2021, he was a Senior Strategy Analyst. From September 2006 to September 2015 he was a Research Analyst. | ||
Paul Ryndak | - | 2024 | Now |
Biography | Paul Ryndak joined CALAMOS ADVISORS in September 2013 and since January 2022 has been an Associate Portfolio Manager as well as Head of International Research. From February 2018 to December 2021, he was Head of International Research. From September 2013 to February 2018, he was Sector Head - International Cyclicals. Previously, he was a Research Analyst at Calamos Advisors from April 2002 to May 2012. | ||
Dennis Cogan | Sr. Co-Portfolio Manager | 2013 | Now |
Biography | Dennis Cogan is responsible for portfolio management and investment research for the firm’s global, international, and emerging market equity strategies. He joined Calamos in 2005 and has more than 20 years of industry experience. Previously, Dennis worked for Accenture in Strategic Planning and Analysis. He received a BS in Finance from Northern Illinois University. | ||
Nick Niziolek | Co-CIO | 2013 | Now |
Biography | As a Co-Chief Investment Officer, Nick Niziolek is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of Global Strategies, he manages investment team members and has portfolio management responsibilities for international, global and emerging market strategies. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Nick joined the firm in 2005 and has 20 years of industry experience, including tenures at ABN AMRO and Bank One. He received a BS in Finance and an MBA from DePaul University. | ||
John P. Calamos | Founder | 2007 | Now |
Biography | John Calamos is Chairman and Global CIO of Calamos Investments, the firm he founded in 1977. With origins as an institutional convertible bond manager, Calamos Investments has grown into a global asset management firm with institutional and individual clients worldwide. Headquartered in the Chicago metropolitan area, the firm also has offices in New York, San Francisco, Milwaukee and the Miami area. Mr. Calamos 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 solutions including equity, fixed income, convertible and alternative strategies. As a pioneer in convertible securities, Calamos launched one of the first convertible funds in 1985 as a way to manage risk for clients in volatile times. He also established one of the first liquid alternative funds in 1990, reflecting a focus on innovation that continues to this day. Mr. Calamos has built a reputation for using investment techniques to control risk, preserve capital and build wealth for clients over the long term. With more than 50 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 conferences around the world and appears regularly on CNBC, Bloomberg TV and Fox Business Channel. He has authored 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. Prior to entering the investment industry, Mr. Calamos served in the United States Air Force. During the Vietnam War, he served as a Forward Air Controller, with responsibilities for guiding accurate air strikes and preventing injuries to friendly troops. His squadron was the first to fly the Cessna O-2, an aircraft in which he recorded over 400 missions in combat. Captain Calamos was awarded the Distinguished Flying Cross for “extraordinary achievement while participating in aerial flight under heavy hostile attack.” His Air Force career included five years of active duty flying B-52 bombers and twelve years in the Reserves flying A-37 jet fighters. He retired as a Major. The son of Greek immigrants, Mr. Calamos is an active philanthropist supporting educational institutions and Hellenic organizations. He serves as Chairman of the Board of Directors for the National Hellenic Museum in Chicago. He is an investment committee member of the Faith Endowment, and a supporting member of the National Hellenic Society, Leadership 100 and The Hellenic Initiative. He received a B.A. in Economics and an M.B.A. in Finance from Illinois Tech, where he established Endowed Chairs in Philosophy and Business and is also a member of the Board of Trustees. He received an Honorary Doctorate in Humanities from Hellenic College Holy Cross. | ||
Eli Pars | Sr. Co-Portfolio Manager | 2015 | 2024 |
Biography | As a Co-Chief Investment Officer, Eli Pars is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of Alternative Strategies and Co-Head of Convertible Strategies, he manages investment team members and has portfolio management responsibilities for those investment verticals. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Eli has 34 years of industry experience, including 15 at Calamos. Prior to returning to Calamos in 2013, he was a Portfolio Manager at Chicago Fundamental Investment Partners, where he co-managed a convertible arbitrage portfolio. Previously, he held senior roles at Mulligan Partners LLC, Ritchie Capital and SAM Investments/The Hampshire Company. Earlier in his career, Eli was a Vice President and Assistant Portfolio Manager at Calamos. He received a BA in English Literature from the University of Illinois and an MBA with a specialization in Finance from the University of Chicago Graduate School of Business. | ||
Jon Vacko | Senior Co-Portfolio Manager | 2007 | 2024 |
Biography | Jon Vacko is responsible for portfolio management and investment research. He joined the firm in 2000 and has 30 years of industry experience. Prior to joining Calamos, Jon was a credit analyst with Duff & Phelps Credit Rating (now part of Fitch Ratings) in the Financial Institutions Group and served as an examiner with the Federal Reserve Bank of Chicago. He received a BBA in Finance from the University of Wisconsin and an MBA from the University of Chicago. | ||
John Hillenbrand | Co-CIO | 2007 | 2024 |
Biography | John Hillenbrand is the Head of Multi-Asset Strategies and Co-Head of Convertible Strategies at CALAMOS ADVISORS, he manages investment team members and has portfolio management responsibilities for those investment verticals. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. John joined Calamos in 2002. From March 2013 to September 2015, he was a Co-Portfolio Manager. Between August 2002 and March 2013, he was a senior strategy analyst. Prior to joining Calamos, he served as an equity research analyst at Credit Suisse First Boston and ABN AMRO and as an Account Manager - Business Credit Group at Continental Bank. John received a BBA in Public Accounting from Loyola University and an MBA in Analytic Finance from the University of Chicago Graduate School of Business. He is also a member of the American Institute of Certified Public Accountants. | ||
David P. Kalis | VICE PRESIDENT, CO-PORTFOLIO MANAGER | 2015 | 2017 |
Biography | David P. Kalis is a Vice President and Co-Portfolio Manager on the Growth/Fixed Income Team. His responsibilities include analysis and research. Prior to joining Calamos Mr. Kalis was a managing partner of Charis Capital Management (CCM), a long/short equity firm he founded in 2010, which focused on small- and mid-cap equities. Previously, he was Senior Vice President/Portfolio Manager – Small and Mid Cap Growth Equities at Northern Trust Global Investments, and a Partner and Portfolio Manager at Segall Bryant & Hamill (SBH), a Chicago based investment partnership. Mr. Kalis is a CFA charterholder and a member of the CFA Institute. Mr. Kalis also participates in a number of community and professional organizations, including United Way Chicago and the CFA Society of Chicago. | ||
Gary D. Black | Global Co-Chief Investment Officer | 2012 | 2015 |
Biography | Gary D. Black oversees Calamos’ portfolio management, trading, research and risk management in partnership with John P. Calamos, Sr., with whom he leads the Investment Committee. Prior to joining Calamos in 2012, he served as Founder, Chief Executive Officer and Chief Investment Officer of Black Capital, LLC, where he created and led an investment management team specializing in a long/short equity strategy. Prior to that, Mr. Black served as Chief Executive Officer and Chief Investment Officer of Janus Capital Group and previously was Chief Investment Officer of Global Equities at Goldman Sachs Asset Management (GSAM). He also led GSAM’s U.S. distribution efforts. Previously, Mr. Black was Executive Vice President and Head of AllianceBernstein’s Global Institutional Business. He started as a research analyst and was ranked the top analyst in his category in Institutional Investor’s “All America Research Team” from 1992 – 1998. Gary D. Black |
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