MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Thursday, February 15, 2024 Calamos Combos Bonds With Options On Stocks 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.
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. Printed from: MFWire.com/story.asp?s=67056 Copyright 2024, InvestmentWires, Inc. All Rights Reserved |
