CALAMOS ADVISORS LLC Overview
Calamos Advisors Llc is an investment advisor that manages 23.5 BN dollars in regulatory AUM and has 246 employees, of which 105 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 06/30/20. The fund's latest filing disclosed 9BN in positions, representing 40% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 06/30/20. The fund's latest filing disclosed 9BN in positions, representing 40% of the manager's regulatory AUM.
CALAMOS ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CALAMOS ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.9% | Tech | 2.17% | -0.44% | 0 | 52% | ||
| AMZN | 4.46% | Cons. Disc. | 13.42% | 0.04% | 0 | 47% | ||
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FEATURED IN
CALAMOS ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John P. Calamos Sr. | Chairman, Ceo And Global Co-Cio | October-2004 |
| John P. Calamos Jr. | Svp | October-2004 |
| Jerald C. Jackson | Svp, General Counsel And Secretary | April-2010 |
| Nimish S. Bhatt | Svp, Chief Financial Officer | May-2011 |
| Gary D. Black | Evp, Global Co-Cio, Cio Alternative Strategies | August-2012 |
| Jessica M. Mazza | Vp, Chief Compliance Officer | April-2014 |
CALAMOS ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
CALAMOS ADVISORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We believe our edge as an investment manager is our ability to evaluate businesses strategically by marrying top-down insights with rigorous bottom-up fundamental research. A collaborative team- managed approach allows us to fully evaluate all elements of an investment idea, and we employ an active, high-conviction investment approach to building portfolios.
Our investment organization is structured so that each portfolio management team maintains a dedicated focus on their area of expertise, while drawing on our shared perspectives. We believe this focus on specialization is essential because the diverse investment strategies we offer require distinct skill sets to capitalize on investment opportunities.
While the processes and investment criteria we use across portfolios differ based on investment objective, security type and intended risk/reward profile of a strategy, ...
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METHODS OF ANALYSIS
We believe our edge as an investment manager is our ability to evaluate businesses strategically by marrying top-down insights with rigorous bottom-up fundamental research. A collaborative team- managed approach allows us to fully evaluate all elements of an investment idea, and we employ an active, high-conviction investment approach to building portfolios.
Our investment organization is structured so that each portfolio management team maintains a dedicated focus on their area of expertise, while drawing on our shared perspectives. We believe this focus on specialization is essential because the diverse investment strategies we offer require distinct skill sets to capitalize on investment opportunities.
While the processes and investment criteria we use across portfolios differ based on investment objective, security type and intended risk/reward profile of a strategy, ...
Unlock Full Investment Process Description
CALAMOS ADVISORS LLC Portfolio Concentration
CALAMOS ADVISORS LLC Location
2020 CALAMOS COURT
NAPERVILLE, Illinois
UNITED STATES, 60563-2787
NAPERVILLE, Illinois
UNITED STATES, 60563-2787
CALAMOS ADVISORS LLC Contact Information
Phone Number: 630.245.7200
Fax Number: 630.245.7511
Website: http://www.calamos.com
Fax Number: 630.245.7511
Website: http://www.calamos.com
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