Calamos International Growth Fund Institutional Class (CIGIX)

Overview

This fund is a global investment entity that focuses on diversifying its portfolio by dedicating at least 40% of its assets to securities of foreign issuers. With an investment philosophy that leans heavily towards international exposure, it seeks to leverage the global market dynamics to enhance returns. To facilitate access to foreign securities, the fund utilizes American Depositary Receipts (ADRs) or similar depository arrangements, thus broadening its reach to potentially lucrative overseas markets. Emphasizing its forward-looking approach, a significant portion of its investments is allocated towards issuers in emerging markets, tapping into the growth potential of these regions. The fund's investment adviser also integrates environmental, social, and governance (ESG) factors into the decision-making process, reflecting a commitment to responsible investing. This strategic consideration of ESG criteria signifies the fund's alignment with sustainable investment principles, aiming to generate long-term value for its stakeholders while contributing positively to society and the environment.

Products and Services

• Foreign Securities Investment

  The cornerstone of the fund's strategy involves investing in securities of foreign issuers to diversify its portfolio and seek enhanced returns. By tapping into international markets, the fund aims to capture growth opportunities outside the United States, thereby providing investors with access to a global investment landscape.

• American Depositary Receipts (ADRs)

  As a pivotal part of its investment approach, the fund utilizes ADRs or similar depository arrangements that represent foreign securities in the United States securities markets. This not only simplifies the process of investing in foreign companies but also mitigates certain risks associated with direct investments in foreign markets, such as currency fluctuation and political instability.

• Emerging Markets Investment

  The fund exhibits a strong inclination towards investing in emerging markets, identifying these regions as areas with significant growth potential. This strategy seeks to leverage the dynamic economic development and higher growth rates characteristic of emerging markets, potentially leading to substantial gains for the fund's investors.

• ESG-Focused Investment Strategy

  Integrating environmental, social, and governance (ESG) factors into its investment decision-making process, the fund adopts a responsible investment approach. By evaluating potential investments through the lens of ESG criteria, the fund aims to contribute to sustainable development while seeking to ensure that its investments are aligned with its ethical and performance standards.