Calamos Phineus Long/Short Fund Class I (CPLIX)

Overview

The fund is designed to provide investors with exposure to global equity markets, particularly focusing on the dynamic and rapidly evolving knowledge-based sectors. These sectors include technology, which encompasses a wide range of companies involved in the development and marketing of software and hardware, internet services, and electronic devices. Additionally, the communications sector, which is integral in today’s connected world, includes companies that provide telecom services, networking, broadcasting, and data communication services. The media sector involves enterprises engaged in content creation, distribution, broadcasting, and various digital media platforms.

Besides these core areas, the fund also extends its investment to the financial services sector, recognizing the increasing role of fintech and digital transformation in reshaping banking, insurance, and investment services. Healthcare is another critical focus area, given the sector's importance in the knowledge economy, from biotechnology firms and pharmaceuticals to healthcare providers and technology innovators. By also investing in other investment companies, including exchange-traded funds, the fund aims to diversify its portfolio and access a broad spectrum of opportunities within these knowledge-based sectors.

Products and Services

• Global Equity Investments:

The fund invests in publicly listed equity securities across the globe, targeting companies of all market capitalizations. This broad approach aims to capture growth in both established and emerging markets, providing investors with a diversified exposure to the global economy.

• Focus on Knowledge-Based Sectors:

Investments are primarily directed towards companies operating within the knowledge-based sectors. These sectors are characterized by their rapid growth, innovation, and the continuous development of new technologies and services. By focusing on technology, communications, media, financial services, and healthcare, the fund seeks to tap into the areas of the market that have the potential for significant returns.

• Investment in Other Investment Companies:

In addition to direct investments in individual companies, the fund also allocates resources to other investment companies, including exchange-traded funds (ETFs). This strategy allows the fund to gain exposure to specific industries, sectors, or themes that are otherwise challenging to access, further diversifying its investment portfolio and mitigating risk.