NAPERVILLE, Ill., Dec. 7, 2016 /PRNewswire/ -- Calamos Investments,
led by John Koudounis, Chief
Executive Officer, announced today that recently-appointed Co-Chief
Investment Officer and Head of Fixed Income Strategies R. Matthew
"Matt" Freund, CFA, has been named Co-Portfolio Manager on a
variety of Calamos investment products. Freund brings
more than 25 years of investment management experience and most
recently served as Chief Investment Officer at USAA Investments,
where he oversaw more than $140
billion in assets and led the teams responsible for the
portfolio management of USAA's mutual funds and affiliated
portfolios, including P&C and life insurance products.
John Koudounis stated, "Matt
brings extensive expertise to a wide range of our existing
portfolios and is already assisting us chart a course for the
future as we address the evolving needs of clients worldwide.
We continue to execute on our mission to strengthen our
existing capabilities and set the stage for new investment
opportunities in key arenas."
John P. Calamos, Sr., Founder,
Chairman and Global Chief Investment Officer, said, "At Calamos, we
have a long history of offering sophisticated, risk managed
strategies in support of our clients' needs. Matt's contributions
will help us to continue that legacy."
Freund said, "For decades, investors have turned to Calamos
Investments for innovative strategies. I look forward to working
across asset strategies and contributing to the next phase of
Calamos' strategic growth plan."
Freund joins the portfolio management teams as a Co-Portfolio
Manager of the following mutual funds:
- Calamos Growth and Income Fund (CVTRX)
- Calamos Global Growth & Income Fund (CVLOX)
- Calamos Convertible Fund (CCVIX)
- Calamos Total Return Bond Fund (CTRAX)
- Calamos High Income Fund (CHYDX)
- Calamos Global Convertible Fund (CAGCX)
In addition, Freund has been named Co-Portfolio Manager for the
Calamos closed-end funds:
- Calamos Dynamic Convertible & Income Fund (CCD)
- Calamos Convertible Opportunities & Income Fund (CHI)
- Calamos Convertible & High Income Fund (CHY)
- Calamos Global Dynamic Income Fund (CHW)
- Calamos Strategic Total Return Fund (CSQ)
- Calamos Global Total Return Fund (CGO)
About Calamos
Calamos 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, 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, Miami and San Francisco. For more
information, please visit www.calamos.com.
*Calamos Investments LLC, referred to herein as Calamos
Investments®, is a financial services company offering such
services through its subsidiaries: Calamos Advisors LLC, Calamos
Wealth Management LLC, Calamos Investments LLP and Calamos
Financial Services LLC.
From time to time, information or statements provided by us,
including those within this news release, may contain certain
forward-looking statements relating to future events, future
financial performance, strategies, expectations, the competitive
environment and regulations. Forward-looking statements are based
on information available at the time those statements are made
and/or management's good faith belief as of that time with respect
to future events, and are subject to risks and uncertainties that
could cause actual performance or results to differ materially from
those expressed in or suggested by the forward-looking statements.
For a discussion concerning some of these and other risks,
uncertainties and other important factors that could affect future
results, see "Forward-Looking Information" in "Management's
Discussion and Analysis of Financial Condition and Results of
Operations" and, where applicable, "Risk Factors" in our annual and
quarterly reports filed with the U.S. Securities and Exchange
Commission.
An investment in the Fund(s) is subject to risks, and you could
lose money on your investment in the Fund(s). There can be no
assurance that the Fund(s) will achieve its investment objective.
Your investment in the Fund(s) is not a deposit in a bank and is
not insured or guaranteed by the Federal Deposit Insurance
Corporation (FDIC) or any other government agency. The risks
associated with an investment in the Fund(s) can increase during
times of significant market volatility. The Fund(s) also has
specific principal risks, which can be found in the Fund's
prospectus.
Before investing carefully consider the fund's investment
objectives, risks, charges and expenses. Please see the prospectus
and summary prospectus containing this and other information or
call 1-800-582-6959. Read it carefully before
investing.
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SOURCE Calamos Investments