Calamos Investments is a diversified global

investment firm An investment company is a financial institution principally engaged in holding, managing and investing securities. These companies in the United States are regulated by the U.S. Securities and Exchange Commission and must be registered under t ...

offering an array of investment strategies including active growth equity, risk managed, convertible, sustainable equity, fixed income and alternatives. The firm offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund and UCITS funds. Clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area, the firm also has offices in

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Milwaukee Milwaukee ( ), officially the City of Milwaukee, is both the most populous and most densely populated city in the U.S. state of Wisconsin and the county seat of Milwaukee County. With a population of 577,222 at the 2020 census, Milwaukee i ...

and the

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area.

History

Calamos began as a boutique investment manager in the 1970s, developing strategies designed to maximize the potential of convertible securities to generate excess returns and manage risk. Founder John Calamos notes that the modern convertible bond market developed side-by-side with the options market, and together they presented an opportunity to control risk more precisely than was historically possible. In 1990, the firm launched its Market Neutral Income Fund, billed as one of the first liquid alternative investment funds and providing access to hedge fund strategies for individual investors. Calamos employs more than 300 individuals in Naperville, Illinois, as well as sales and client service professionals--and investment advisors affiliated with its wealth management unit, Calamos Wealth Management--throughout the United States. In 2016, as part of its succession planning, the firm hired

John S. Koudounis John S. Koudounis is an American business executive who currently serves as president and chief executive officer for Calamos Investments. Previously he was the president and chief executive officer for Mizuho Securities USA Inc., a subsidiary ...

as president and chief executive officer, with founder John Calamos serving as chairman and chief investment officer. Subsequent to Koudounis joining, the firm made a series of strategic asset manager acquisitions that broadened its product offerings to include global long-short equity, small-cap stocks and ESG investments.

References

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External links

Official Calamos Website
Companies formerly listed on the Nasdaq Companies based in Naperville, Illinois 2017 mergers and acquisitions American companies established in 1977 Investment management companies of the United States