Riding The Winds Of Change

Calamos Investments568 FollowersFollow5ShareSavePlay(4min)CommentsSummarySupported by our fundamental investment style and security selection, the Calamos Timpani funds held up under the pressure of a tremendously volatile Q1.Small caps have historically underperformed large caps during periods of elevated geopolitical tensions; this time around, small caps bucked that trend.We believe our investment criteria (i.e., seeking secular growers and niche opportunities with sustainable fast and underestimated growth) position the funds advantageously for the environment we see ahead. arthon meekodong/iStock via Getty Images By Brandon Nelson, CFA Small caps, as measured by the Russell 2000 Index, had an up January, flat February, and down March. Small caps finished the quarter with flat performance but more than 500 basis points ahead of theThis article was written byCalamos Investments568 FollowersFollowCalamos Investments is a diversified global investment firm offering innovative investment strategies including U.S. growth equity, global equity, convertible, multi-asset 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 London, New York and San Francisco. For more information, please visit www.calamos.com.