Calamos was mulling over whether to buy Apple Computer stock for his Calamos Growth portfolio.
That year Calamos Growth earned 36 percentage points more than the average midcap growth fund and has beat its category ever since.
Technology investors looking for a hard reset on their strategy should look no farther than advice from John Calamos.
With Calamos Growth Fund-A, it would be up fivefold, despite a 4.75% load.
Calamos Growth, launched in 1990, came as an offshoot of John Sr.
After all, his investors are used to hearing good news from Calamos.
Calamos charges a sales load of 4.75% plus 1.13% in annual fees.
Astute maneuvers like these place Calamos Growth first on our Honor Roll for the third straight year, in a period when small-company and value-oriented funds have romped.
Calamos searches for companies that see a portion of revenue coming from those expanding populations , but shies away from those completely dependent there.
"A lot of people thought it was a value stock, not a growth stock, "says Nick, 43, who manages the growth-tilted fund with his uncle John Calamos Sr. and John's son John Jr.
Calamos Investments has lately taken to touting the stability of two growth and income funds as "a meaningful alternative for investors who are afraid to be in the markets" but still want to own some equities for their growth potential.
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