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Calamos Phineus Long/short Fund Class I (CPLIX)

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17.37 +0.06    +0.35%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 951.47M
Type:  Fund
Market:  United States
Issuer:  Calamos
Asset Class:  Equity
Calamos Phineus Long/Short I 17.37 +0.06 +0.35%

CPLIX Overview

 
On this page you'll find an in-depth profile of Calamos Phineus Long/short Fund Class I. Learn about the key management, total assets, investment strategy and contact information of CPLIX among other information.
Category

Long-Short Equity

Total Assets

951.47M

Expenses

2.14%

Inception Date

37377

Investment Strategy

The investment seeks strong, risk-adjusted and absolute returns in the context of prevailing market conditions across the global equity universe. The fund aims to achieve its investment objective primarily by investing globally in publicly listed equity securities, including common stock and American Depositary Receipts, of issuers of all market capitalizations that operate in the knowledge-based sectors such as technology, communications and media, as well as financial services and healthcare, and other investment companies, including exchange-traded funds, that track or otherwise provide exposure to such sectors.

Contact Information

Address 2020 Calamos Court
Naperville,IL 60563
United States
Phone 800-582-6959

Top Executives

Name Title Since Until
Michael Grant Portfolio Manager 2016 Now
Biography Michael Grant manages investment team members and leads the portfolio management team responsible for our Long/Short 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. He joined Calamos in 2015 and has more than 35 years of investment industry experience. Prior to joining Calamos, Michael founded Phineus Partners in 2002, where he launched a successful long/short strategy. Previously, he was a Managing Director of Schroder Investment Management with responsibilities over US equity mandates. During his tenure at Schroders, he also served as Head of the Global Technology Team and Head of the US Equity Team in London. Prior to that, Michael was a portfolio manager for the National Investment Trust Co. in Taipei, Taiwan and a US equity analyst for the Principal Group in Canada. Michael earned a master’s degree from the London School of Economics, where he specialized in International History. He has Bachelor of Commerce from the University of Alberta, Canada.
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