| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 4, 2026 | Calamos Dynamic Convertible And Income Fund | 1.1% | 0.0% | CCD | Convertibles, credit, high yield, income, Leverage | Artificial Intelligence enthusiasm supported market resilience during the quarter despite government shutdown. AI represents a transformative technology driving sustained corporate investment and can exert powerful disinflationary force through productivity gains. Federal Reserve implemented two rate cuts during the quarter, with overall trajectory biased toward further accommodation despite potential early 2026 pause. Lower interest rates provide outsized tailwind for small and mid-cap companies that dominate the convertible market. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||