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Rating:Calamos Combos Bonds With Options On Stocks Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, February 15, 2024

Calamos Combos Bonds With Options On Stocks

Reported by Neil Anderson, Managing Editor

Near Chicago, the team at a $35.5-billion-AUM (as of December 31) mutual fund firm is rolling out their fourth ETF. Like their first three ETFs, this one is also actively managed.

Matthew Todd "Matt" Kaufman
Calamos Investments LLC
Senior Vice President, Head of ETFs
Yesterday, John Koudounis, president and CEO of Calamos Investments LLC [profile], and Matt Kaufman, senior vice president and head of ETFs at Calamos, revealed the launch of the Calamos Alternative Nasdaq & Bond ETF (CANQ on the Nasdaq). The new fund is a series of the Calamos ETF trust.

CANQ's inception date was Tuesday. It comes with an expense ratio of 90 basis points.

Calamos Advisors LLC serves as CANQ's investment advisor. The new ETF's PM team includes two SVPs: Matt Freund, co-chief investment officer, head of fixed income strategies, and senior co-portfolio manager; and Shaheen Iqubal, head of quantitative investments, co-head of risk, and associate PM.

The new fund is designed to invest in both bonds and options on stocks in the Nasdaq-100.

Koudounis describes CANQ as a way for investors "to reimagine their exposure to the drivers of American innovation represented in the top Nasdaq stocks."

"Calamos is uniquely positioned to deliver our active expertise in both equity options and credit, now inside a highly engineered single ETF," Koudounis states.

CANQ's other service providers include: Deloitte & Touche LLP as independent accounting firm; Ropes & Gray LLP as counsel; and State Street Bank and Trust Company as administrator, custodian, fund accounting and financial accounting agent, and transfer agent. 

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