- Sector
- Financial Services
- Industry
- Asset Management
- Address
-
- IPO Date
- Oct 28, 2004
- Business
- Calamos Asset Management, Inc. is a global investment management firm specializing in alternative investments, equity, fixed income, and balanced investment strategies. Founded in 1977 and headquartered in Naperville, Illinois, Calamos offers a broad range of products including mutual funds, closed-end funds, interval funds, exchange-traded funds (ETFs), separately managed accounts, private funds, and institutional strategies. The firm is recognized for its expertise in convertible securities, growth equities, alternative strategies, sustainable equities, and private credit solutions. Calamos serves a diverse clientele including high net worth individuals, institutions, pension funds, endowments, foundations, financial advisors, and family offices, managing approximately $39.5 billion in assets under management across multiple geographic regions.
Recent major developments at Calamos include significant expansion in its alternative investment offerings through the launch of new ETFs featuring structured protection strategies that provide downside protection with growth potential, such as the Calamos Structured Protection ETFs™ and large-cap structured protection funds targeting indexes like the S&P 500 and Nasdaq-100. In 2023, the firm initiated a partnership with NBA star Giannis Antetokounmpo to launch the Calamos Antetokounmpo Global Sustainable Equities ETF, enhancing its footprint in sustainable investing through proprietary research. Additionally, Calamos entered the private credit market with the Calamos Aksia Alternative Credit and Income Fund (CAPIX) in partnership with Aksia, a leader in private credit, accumulating near $300 million in assets since mid-2023. The firm also launched HEDGX, an interval fund providing diversified access to hedge fund managers.
Calamos operates through subsidiaries including Calamos Advisors LLC, Calamos Wealth Management LLC, and Calamos Financial Services LLC, delivering investment advisory, wealth management, and financial services. Its investment approach combines qualitative and fundamental analysis across economic and market cycles, with offerings benchmarked against major indices such as MSCI, Russell, and S&P for equity, and Merrill Lynch indices for fixed income. The firm focuses on institutional and retail product distribution, wealth management, and has strategically expanded its presence through innovative product launches, partnerships, and diversification into private credit and alternative asset strategies in recent years.