Welcome to our dedicated page for Calamos Convertible Equity Alt ETF news (Ticker: CVRT), a resource for investors and traders seeking the latest updates and insights on Calamos Convertible Equity Alt ETF stock.
Calamos Convertible Equity Alternative ETF (CVRT), launched by Calamos Investments LLC, introduces an innovative approach to convertible securities investment through a transparent, liquid, and tax-efficient ETF framework. Calamos Investments, a firm with over four decades of experience in the convertible asset class, is the largest U.S. manager of convertible securities. The new ETF, CVRT, is designed to provide investors with targeted access to equity-sensitive convertibles.
Unlike most convertible-based ETFs that offer passive exposure, CVRT employs a rules-based approach to identify equity-sensitive opportunities. This strategy leverages Calamos' longstanding expertise in credit, convertible, and equity analysis to pinpoint potential areas of outperformance. The ETF structure aims to fill a gap in the marketplace and meet the high growth-oriented convertibles strategy demand among financial advisors.
Calamos Investments, headquartered in the Chicago metropolitan area, manages over $34 billion in assets, with $11 billion in convertible assets as of September 30, 2023. The firm offers a diverse range of investment strategies, including alternatives, multi-asset, convertible, fixed income, private credit, equity, and sustainable equity. These strategies are delivered through various vehicles such as ETFs, mutual funds, closed-end funds, interval funds, and UCITS funds.
Calamos serves a global clientele comprising financial advisors, wealth management platforms, pension funds, endowments, foundations, and individual investors. The firm's expansive reach includes offices in New York, San Francisco, Milwaukee, Portland (Oregon), and the Miami area. For more detailed information, visit their official website, LinkedIn, Twitter, or Instagram pages.
For potential investors, it's essential to carefully consider the fund's investment objectives, risks, charges, and expenses detailed in the prospectus. The Fund is subject to various risks including, but not limited to, convertible securities risk, debt securities risk, equity securities risk, foreign securities risk, high yield risk, new fund risk, options risk, non-diversification risk, portfolio turnover risk, and small and mid-sized company risk.
Calamos Investments emphasizes that while the ETF aims to meet its investment objectives, there's no assurance of its performance. Investors should be aware of the market volatility and the specific principal risks associated with the Fund detailed in its prospectus.