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Calamos launches emerging markets Ucits fund on Global platform

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Investment management firm Calamos International has introduced the Calamos Emerging Markets Fund, a new Ucits offering based on an emerging strategy the firm has been managing since 2008 for investors in the US.

The fund is the latest addition to the existing offerings of Global Equity Fund, US Growth Fund, Global Convertible Opportunities Fund and US Convertible Opportunities Fund of Calamos Global Funds PLC, a UCITS fund platform. These UCITS funds are available to institutional and retail investors outside the US.

This new fund has already received an investment from an institutional client in the UK, with the GBP1.4bn Sterling Superannuation Arrangements of the University of London (SAUL) allocating GBP45 million (USD73 million) to the strategy.

Penny Green, Chief Executive of SAUL Trustee Company says: "We chose Calamos because their approach adds a new dimension to our Emerging Markets portfolio. They focus on revenue generation as opposed to where a firm is domiciled, looking at economies as well as markets. Also, they take a top-down view across a company’s capital structure, rather than confining themselves to equities. Their robust approach to risk management is a good fit with our overall investment strategy."

The Calamos Emerging Markets Fund invests in a portfolio of companies that the Calamos Investment Team believes is positioned to participate in the growth of emerging economies and that the firm believes offers the best opportunities for capital appreciation over the long term. The strategy, available to U.S. institutional and retail investors since 2008, is a flexible, opportunistic approach allowing the portfolio to manage risk while seeking enhanced returns across regions, countries, market capitalization, sectors and security type. In particular, the investment experience and use of low-volatility equities (e.g. convertible securities) can offer the potential to participate in rising equity markets while managing downside risk in declining markets.

"We believe the key to consistent, long-term investment success is pursuing an optimal balance of enhancing investment returns and managing risk. The Calamos Emerging Markets fund shares this investment philosophy and builds on our extensive experience of investing in global markets and emerging economies," says CEO and Co-Chief Investment Officer, John P Calamos, Sr (pictured).

The investment process for the Calamos Emerging Markets Fund and each of the UCITS funds is based on a long record of managing similar institutional strategies and funds for clients around the globe.

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