Calamos promotes Grant to lead portfolio management of U.S. growth strategies

Calamos Investments has named Michael Grant to lead portfolio management of the firm’s U.S. growth strategies. Grant joined the investment management firm in 2015 after Calamos acquired Grant’s company Phineus Partners LP.

PRESS RELEASE

NAPERVILLE, Ill., Feb. 13, 2017 /PRNewswire/ — Calamos Investments, global investment management firm, has appointed Michael Grant, Senior Vice President, to lead portfolio management of the firm’s approximately $2.3 billion in US growth strategies, including the $1.8 billion Calamos Growth Fund (CVGRX), announced John Koudounis, Chief Executive Officer. With 30 years of investment management experience, Grant joined Calamos in 2015 following the acquisition of his firm, Phineus Partners LP, where he launched a successful long/short investment strategy that was reorganized into a retail mutual fund, Calamos Phineus Long/Short Fund (CPLIX), in 2016.

“Michael is an exceptional investment manager with a demonstrated track record of performance. He will apply his deep knowledge and expertise as part of the team responsible for the Calamos US growth strategies. This step is a continuation of our mission to strengthen our existing capabilities as we address the evolving needs of our clients,” Koudounis said.

John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer, stated: “Michael has brought to Calamos a breadth of experience across asset classes, including in US growth equities. His proven capabilities and approach to the markets make him an excellent addition to the investment team of our US growth strategies, including Calamos Growth Fund.”

Under Grant’s management, Calamos Phineus Long/Short Fund ranks in the 1st percentile for both the since inception and 10-year periods ending December 31, 2016 within the Morningstar US Funds Long/Short Category.* Prior to founding Phineus Partners in 2002, Grant held a variety of investment positions at Schroders Investment Management, including Managing Director, Head of the US Equity Team in London, and Head of the Global Technology Team. As Head of the US Equity Team, he was responsible for multi billions of dollars in long-only assets, primarily in US mandates. During his tenure as Head of the Global Technology Team, Schroders had more than $30 billion in technology equities under management. Earlier in his career, Grant was a portfolio manager for the National Investment Trust Co. in Taipei, Taiwan, and a US equity analyst for the Principal Group in Canada.

In 1998, Grant was listed as one of the Top 10 Best Managers of US Equities (Overseas) by Forbes magazine. He earned a master’s degree from the London School of Economics.

About Calamos
Calamos Investments is a diversified global investment firm offering innovative investment strategies including U.S. growth equity, global equity, convertible, multi-asset and alternatives. The firm offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds, 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, New York, Miami and San Francisco. For more information, please visit www.calamos.com.