April 24, 2017 2:25 PM ET

Capital Markets

Company Overview of Calamos Investments LLC

Company Overview

Calamos Investments LLC is an asset management holding company. Through its subsidiaries, the firm provides investment management services to its clients. It was formerly known as Calamos Holdings LLC. Calamos Investments LLC was founded in 1977 and is based in Naperville, Illinois.

2020 Calamos Court

Naperville, IL 60563-2787

United States

Founded in 1977





Key Executives for Calamos Investments LLC

Chief Executive Officer
Age: 51
President and Head of Global Distribution
Age: 51
Founder, Chairman and Global Co-Chief Investment Officer
Age: 75
Vice President and Director of Corporate Communications
Senior Vice President, Co-Head of Research and Co-Portfolio Manager
Compensation as of Fiscal Year 2016.

Calamos Investments LLC Key Developments

Calamos Investments Appoints R. Matthew Freund as Co-Chief Investment Officer, Head of Fixed Income Strategies

Calamos Investments has appointed R. Matthew "Matt" Freund, CFA as co-Chief Investment Officer, Head of Fixed Income Strategies, to spearhead the firm's further expansion into fixed income, credit and alternative products. Freund joins Calamos from USAA Investments, where he was Chief Investment Officer of USAA Investments, leading the teams responsible for the portfolio management of USAA's mutual funds and affiliated portfolios, including P&C and life insurance products, and overseeing more than $140 billion in assets. Freund's career spans more than 25 years of investment management experience and over 20 years at USAA, which he joined in 1994. As Chief Investment Officer at USAA, his responsibilities included fixed income and equity investments, trading and research, as well as serving as lead portfolio manager for several highly regarded fixed income mutual funds.

Calamos Launches Global Long/Short Mutual Fund

Calamos Investments announced the launch of the Calamos Phineus Long/Short Fund, a global long/short mutual fund. The new fund enhances Calamos' product offerings and role as an innovator in liquid alternatives. The Fund's launch follows the September 2015 acquisition of San Francisco-based Phineus Partners LP by Calamos Investments.

Calamos Investments LLC Presents at Capital Link Closed-End Funds and Global EFTs Forum, Apr-21-2016

Calamos Investments LLC Presents at Capital Link Closed-End Funds and Global EFTs Forum, Apr-21-2016. Venue: The Metropoliton Club, One East 60th St., New York, New York, United States. Presentation Date & Speakers: Apr-21-2016, Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products, Robert F. Bush,Jr., Senior Vice President, Director of Closed-End Fund Products.

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Recent Private Companies Transactions

December 19, 2016
Calamos Asset Management Inc.

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