Business Details
49 Years
experience
Trusted Investment Management Solutions in Naperville
Calamos Investments is a global investment firm dedicated to excellence in investment management and client service. Founded in 1977 by John P. Calamos, Sr., we pioneered innovative strategies in convertible securities and liquid alternatives to help investors build wealth while managing risk. Our firm remains steadfast in its commitment to putting investors first, actively managing risk, and delivering innovation and excellence across a diverse range of investment solutions. With over $45 billion in assets under management, we serve individuals, financial professionals, and institutions through a comprehensive suite of mutual funds, ETFs, closed-end funds, and wealth management services.Our team of 380 employees, including 85 investment professionals, operates from offices in Naperville, Chicago, New York, and other strategic locations. We pride ourselves on our long-term performance, organic growth, and strategic acquisitions, which have solidified our position as a leading provider of liquid alternatives in the United States. Our history of innovation, including launching the worlds first Laddered Protected Bitcoin ETFs, reflects our ongoing dedication to meeting the evolving needs of investors in all market environments.
Services
Mutual Funds
Closed-End Funds
Exchange-Traded Funds
Wealth Management
Alternative Investments
Sustainable Equities
Convertible Securities
Private Markets
Global Equities
Volatility Opportunity
Details
- Year established: 1977
Highlights and features
- We pioneered convertible securities and liquid alternative strategies since 1977.
- Our team includes 85 investment professionals with deep market expertise.
- We manage over $45 billion in assets with a client-first philosophy.
- We launched the worlds first Laddered Protected Bitcoin ETFs.
- Our funds have earned top Morningstar Ratings for risk-adjusted performance.
Services
Mutual Funds
Calamos Mutual Funds provide diversified exposure across asset classes, combining active management with risk-adjusted return objectives. These funds cater to long-term investors seeking growth, income, or balanced strategies. Our approach emphasizes rigorous research and adaptive portfolio construction.
Exchange-Traded Funds
Our ETFs offer liquid, transparent access to innovative strategies like structured protection and alternative income. Designed for both retail and institutional investors, they combine tactical flexibility with Calamos expertise in volatility management and convertible securities.
Wealth Management
Calamos Wealth Management delivers personalized investment solutions for high-net-worth individuals. Services include financial planning, tax-efficient strategies, and multi-generational wealth transfer, supported by our proprietary research and risk management frameworks.
Alternative Investments
We provide alternative strategies such as private credit, long/short equity, and volatility opportunity funds. These aim to reduce portfolio correlation to traditional markets while targeting consistent returns through dynamic market conditions.
Sustainable Equities
Our Sustainable Equities strategy integrates environmental, social, and governance (ESG) factors into fundamental analysis. This approach seeks to deliver competitive returns while aligning with clients values and long-term sustainability goals.
People
John P. Calamos, Sr.
Founder, Chairman and Global Chief Investment Officer
John P. Calamos, Sr. founded the firm in 1977 and pioneered convertible securities and liquid alternatives. A Vietnam veteran, he authored 'The Sky's the Limit,' chronicling his journey from Chicago's West Side to leading a $40 billion asset manager.
John Koudounis
President and Chief Executive Officer
John Koudounis leads Calamos strategic growth, doubling assets under management since becoming CEO. He expanded wealth management capabilities and established the firm as a top-three U.S. liquid alternatives provider.
Tom Herman
Executive Vice President, Chief Financial Officer
Tom Herman oversees financial operations, ensuring fiscal discipline and transparency. With decades of experience in investment management, he plays a key role in driving the firms financial strategy and long-term stability.
Matt Freund
Co-CIO, Head of Fixed Income Strategies
Matt Freund co-leads investment strategy, focusing on fixed income and convertible securities. His expertise in risk-adjusted returns and portfolio construction strengthens Calamos innovative approach to asset management.
Joseph Weidenbach
Senior Vice President, Head of Wealth Management
Joseph Weidenbach directs Calamos Wealth Management, delivering tailored solutions for high-net-worth clients. His leadership emphasizes personalized service, tax efficiency, and intergenerational wealth planning.
Questions
What investment strategies does Calamos offer?
Calamos offers mutual funds, ETFs, closed-end funds, and wealth management solutions focused on convertible securities, liquid alternatives, sustainable equities, and global equities.
How can I invest in Calamos funds?
You can invest through brokerage platforms like E-Trade, Fidelity, or Schwab, or contact your financial advisor for institutional strategies.
Are Calamos ETFs available for individual investors?
Yes, our ETFs are accessible via major brokerage accounts and trading platforms.
What sets Calamos apart in risk management?
We pioneered convertible strategies and structured protection ETFs to balance growth with capital preservation.
Does Calamos offer sustainable investment options?
Yes, our Sustainable Equities strategy integrates ESG factors into long-term growth portfolios.
