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Calamos Commentaries

 
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HenryTo
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Joined: 06 Aug 2004
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Location: Houston, Texas & Los Angeles, California
PostPosted: Thu Jun 05, 2008 11:24 am    Post subject: Calamos Commentaries Reply with quote
Their investment process includes a macro theme "overlay" and their growth strategy has performed very well over the years (it is rated 5 stars by Morningstar and has only underperformed the Russell 1000 Growth in 1998 and 2006). This one is definitely a must-read going forward for those who want to keep track of sector/industry or just secular trends in general:

http://www.calamos.com/commentary/CommARC.aspx
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HenryTo
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PostPosted: Thu Jun 19, 2008 7:18 pm    Post subject: Reply with quote
Calamos likes technology:

http://www.calamos.com/about/FoxBusinessTVApp05202008.aspx
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