Calamos Asset Management, Inc., together with its subsidiaries, provides investment advisory services to individuals, institutional investors, and a family of open-end and closed-end funds. Investment Products The company markets investment strategies to clients through a variety of products designed to suit their individual investment needs. It offers five types of investment products that fall into the categories of mutual funds and separate accounts. Mutual Funds Open-End Funds: The company’s open-end fund products and services includes equity, balanced, high yield, convertible and alternative strategies. As of December 31, 2006, the company acted as the investment advisor to 10 open-end funds offered to customers primarily through financial intermediaries. Calamos Advisors manages the strategies of each of the open-end funds. The company’s funds include Growth, Blue Chip, Value, International Growth, Global Growth and Income, Multi-Fund Blend, Growth and Income, High Yield, Convertible, and Market Neutral Income. Closed-End Funds: The company introduced its closed-end fund, the Convertible Opportunities and Income Fund, in 2002. The company operates as a manager to combine different asset classes in a single closed-end offering. It acts as the investment advisor to four closed-end funds, each of which trades on the New York Stock Exchange. The company’s funds include Convertible Opportunities and Income, Convertible and High Income, Strategic Total Return, and Global Total Return. Separate Accounts The company’s separate accounts include institutional accounts, managed accounts and alternative investments. Institutional Accounts: Institutional accounts are separately managed accounts for certain investors, such as private pension funds, public funds and endowment funds, offered through consultants, broker-dealer intermediaries and directly by the company. It has approximately 400 institutional accounts, including commingled funds and sub-advised relationships. Managed Accounts: The company’s approximately 22,000 managed accounts are individual portfolios of securities offered primarily through 19 national and regional broker-dealer platforms. Alternative Investments: Alternative investment products include private investment vehicles, primarily hedge funds, offered directly by the company to qualified individual and institutional investors. The company, in the year 2007, launched a market neutral opportunities fund for qualified investors. It also offers an equity-oriented alternative investment product. Other Advisory Services Wealth Management The company provides wealth management services, including asset allocation, to high net worth individuals, family offices and foundations. Its wealth management group offers asset allocation advice. The company’s individualized services include offering managed portfolios of mutual funds and separate accounts in both taxable and tax-deferred accounts; developing and executing multi-generational investment policies, asset management and income distribution plans; managing retirement, profit sharing and deferred compensation plans; providing asset allocation and investment management for foundations and endowments; and integrating alternative investments into a comprehensive financial plan. Investor Services Calamos Financial Services offers investment guidance and account support to self-directed investors. History Calamos Asset Management, Inc. was founded in 1977.
calamos asset management-a
2020 Calamos Court
Naperville, IL 60563
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