Calamos International Growth Fund Marks 10-year Anniversary with Top Ranking for the Period
NAPERVILLE, Ill., May 8, 2015 /PRNewswire/ -- Calamos Investments*, a global investment management firm, is pleased to announce the recent 10-year anniversary of the Calamos International Growth Fund (Class A Shares: CIGRX; Class C Shares: CIGCX; Class I Shares: CIGIX). As of April 30, 2015 the fund's 10-year annualized return ranked #1 in its peer group, the Morningstar Foreign Large Growth Category.1
The strategy, available to U.S. retail and institutional investors, invests in non-U.S. growth companies, focusing on companies demonstrating what the firm believes to be key growth characteristics, including increasing profit margins, high returns on invested capital, strong revenue growth and greater access to capital. In focusing on companies believed to possess key growth characteristics, the fund maintains a more growth-focused investing style than that of its peer group.
"In launching our international growth strategy, we sought to provide investors access to growth opportunities outside the U.S. using our time tested approach to growth investing. The fund's 10-year track record and top-tier ranking is a testament to our focus on long-term investing and adding value over full market cycles," said John P. Calamos, Sr., Chief Executive Officer and Global Co-Chief Investment Officer.
"The team's investment process has remained consistent during the International Growth Fund's 10-year tenure, combining our top-down insights with bottom-up fundamental research, and an approach to investing that focuses on understanding a company's entire capital structure. The International Growth Fund's strong 10-year performance speaks to our team's ability to navigate many different market environments," said Nick Niziolek, SVP, Senior Co-Portfolio Manager.
For more information about the fund, please visit www.calamos.com/InternationalGrowth. To learn more about the firm's broader capabilities in global growth investing visit www.calamos.com/assetclass/global.
About Calamos
Calamos Investments LLC is a diversified global investment firm offering innovative investment strategies including equity, fixed income, convertible and alternative investments. The firm offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund and UCITS funds. Clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area, the firm also has offices in London and New York. For more information, visit www.calamos.com.
Performance data quoted represents past performance, which is no guarantee of future results.
Class I shares are offered primarily for direct investment by investors through certain tax-exempt retirement plans and by institutional clients, provided such plans or clients have assets of at least $1 million. For eligibility requirements and other available share classes see the prospectus and other fund documents at www.calamos.com.
Important Risk Information
As of April 30, 2015, Annualized Total Returns of the Calamos International Growth Fund Class A shares were 3.59%, 6.01%, 7.91%, 8.67% and 7.97% for the 1-year, 3-year, 5-year, 10-year and since inception (3/16/05) periods, respectively. Load-adjusted Annualized Total Returns of the Calamos International Growth Fund Class A shares were -1.34%, 4.32% 6.87%, 8.15% and 7.45% for the 1-year, 3-year, 5-year, 10-year, and since inception (3/16/05) periods, respectively. Annualized Total Returns of the Calamos International Growth Fund Class I shares were 3.86%, 6.27%, 8.20%, 8.95% and 8.24% for the 1-year, 3-year, 5-year, 10-year, and since inception (3/16/15) periods, respectively.
An investment in the fund is subject to risks, and you could lose money on your investment in the fund. There can be no assurance that the fund will achieve its investment objective. Your investment in the fund is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The risks associated with an investment in the fund can increase during times of significant market volatility. The fund also has specific principal risks, which are described below. More detailed information regarding these risks can be found in the fund's prospectus.
The principal risks of investing in the Calamos International Growth Fund include: equity securities risk consisting of market prices declining in general, growth stock risk consisting of potential increased volatility due to securities trading at higher multiples, foreign securities risk, emerging markets risk, small and mid-sized company risk and portfolio selection risk.
As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging markets may present additional risk due to potential for greater economic and political instability in less developed countries.
Before investing carefully consider the fund's investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information at www.calamos.com or call 1-800-582-6959. Read it carefully.
Calamos Financial Services LLC, Distributor
*Calamos Investments LLC, referred to herein as Calamos Investments®, is a financial services company offering such services through its subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos Investments LLP and Calamos Financial Services LLC.
1 Morningstar data is as of 4/30/15. Morningstar category percentile rating is based on annualized total return. Calamos International Growth Fund Class A and Class A Load-waived shares were in the 62nd, 96th, 46th, and 1st percentiles for the 1-year, 3-year, 5-year and 10-year periods, respectively, for the Morningstar Foreign Large Growth Category. Calamos International Growth Fund Class I shares were in the 58th, 95th, 40th, and 1st percentiles for the 1-year, 3-year, 5-year and 10-year periods, respectively, for the Morningstar Foreign Large Growth Category.
SOURCE Calamos Investments
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