This report summarizes the performance of the Calamos Growth And Income Fund during the second quarter of 2025. The fund outperformed its benchmark, the S&P 500 Index, signaling a strong period of growth. Looking ahead, the economic landscape appears promising, with reduced policy ambiguities and sustained mid-cycle economic characteristics, which are expected to benefit strategic investors.
Detailed Investment Performance Analysis for Q2 2025
In the second quarter of 2025, which concluded on June 30, the Calamos Growth And Income Fund delivered an impressive return of 11.91% for its Class I shares based on net asset value. This performance notably exceeded that of the S&P 500 Index, which recorded a gain of 10.94% over the same period. This strong showing underscores the fund's effective management and robust investment strategies in a dynamic market environment. As the investment cycle transitions into the third quarter, the firm observes a significant shift in market dynamics. The previously prevalent policy uncertainties are now largely resolved, giving way to an era of operational clarity. This new environment is particularly conducive for long-term investors who prioritize methodical and informed decision-making. The U.S. economy and equity markets demonstrated remarkable adaptability and strength throughout the first half of 2025. This resilience highlights a stable economic foundation, characterized by steady growth and mature economic indicators. These factors collectively paint a positive outlook for future market performance and continued investment success.
This quarter's results offer valuable insights into the resilience of the market and the strategic advantages of active fund management. Investors can draw inspiration from the fund's ability to navigate and capitalize on evolving economic conditions, highlighting the importance of adaptability and sound investment principles in achieving superior returns.