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Calamos Asset Management, Inc.
John P. Calamos, Sr. · Asset Manager · Growth
Calamos Asset Management, Inc., operating as Calamos Investments, is a global investment management firm founded in 1977 by John P. Calamos, Sr. Headquartered in Naperville, Illinois, the firm established its reputation as a pioneer in convertible securities and has since evolved into a diversified manager offering growth equities, fixed income, multi-asset solutions, and liquid alternative strategies. After a period as a public company starting in 2004, the firm was taken private in 2017 by its founder and CEO John Koudounis to facilitate long-term strategic growth. Calamos serves a broad spectrum of institutional and individual clients worldwide, emphasizing a disciplined, team-based approach to active management aimed at delivering superior risk-adjusted returns across various market cycles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.0% |
| YTD return | +10.2% |
| Sharpe ratio | 2.43 |
| Win rate | 48% |
| AUM | $11.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $11.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.calamos.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.8% | +11.1% |
| AAPL | Apple Inc | 14.8% | +25.5% |
| GOOGL | Alphabet Inc Class A | 12.3% | +24.7% |
| MSFT | Microsoft Corporation | 10.8% | -0.2% |
| AMZN | Amazon.com Inc | 9.0% | +6.8% |
| AVGO | Broadcom Inc | 6.2% | -1.9% |
| META | Meta Platforms Inc. | 3.9% | -2.3% |
| LLY | Eli Lilly and Company | 3.4% | +25.0% |
| JPM | JPMorgan Chase & Co | 2.8% | +11.8% |
| V | Visa Inc. Class A | 2.7% | +7.3% |
| MU | Micron Technology Inc | 2.4% | +53.6% |
| TSLA | Tesla Inc | 2.4% | -18.2% |
| AMD | Advanced Micro Devices Inc | 2.1% | +0.6% |
| JNJ | Johnson & Johnson | 2.0% | +31.5% |
| XOM | Exxon Mobil Corp | 1.8% | +30.6% |
| WMT | Walmart Inc. Common Stock | 1.7% | +0.9% |
| AMAT | Applied Materials Inc | 1.7% | -10.4% |
| GS | Goldman Sachs Group Inc | 1.6% | +13.8% |
| WFC | Wells Fargo & Company | 1.4% | -0.1% |
| CVX | Chevron Corp | 1.4% | +7.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | JPM | 2.8% → 2.8% |
| Sep 14, 2026 | SELL | TSLA | 2.4% → 2.4% |
| Sep 14, 2026 | BUY | AMAT | 1.7% → 1.7% |
| Sep 14, 2026 | SELL | AMD | 2.1% → 2.1% |
| Sep 14, 2026 | BUY | NVDA | 15.8% → 15.8% |
Investment Style Analysis
Calamos Asset Management, Inc. is widely recognized for employing a Growth strategy. As of Sep 16, 2026, the firm oversees approximately $11.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Calamos Asset Management, Inc. made a significant move by increasing exposure to JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The core investment philosophy of Calamos Asset Management centers on the pursuit of long-term wealth creation through innovative, risk-managed strategies. The firm's approach combines top-down global macro analysis with bottom-up fundamental research to identify quality growth opportunities. A hallmark of their strategy is the use of convertible securities and alternative structures to manage downside risk while participating in equity market appreciation. Calamos emphasizes active management and a team-based decision-making process, believing that a disciplined focus on risk-adjusted returns and asymmetric reward profiles is essential for navigating complex global markets.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Calamos Asset Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Calamos Asset Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Calamos Asset Management, Inc.'s largest holding?
As of the latest filing, Calamos Asset Management, Inc.'s top position is NVIDIA Corporation (NVDA), representing 15.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Calamos Asset Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +16.0% with a win rate of 48%. Notably, the portfolio maintains a Sharpe Ratio of 2.43, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Calamos Asset Management, Inc. primarily invest in?
Calamos Asset Management, Inc. has a strong preference for the Semiconductors sector, which makes up 26.5% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Calamos Asset Management, Inc.'s portfolio concentrated or diversified?
Calamos Asset Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 42.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Calamos Asset Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Calamos Asset Management, Inc. tracks a Year-to-Date (YTD) return of +10.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does John P. Calamos, Sr. manage Calamos Asset Management, Inc. directly?
Yes, John P. Calamos, Sr. serves as the key portfolio manager for Calamos Asset Management, Inc., overseeing the investment strategy and final capital allocation decisions.