Calamos Investments Wins Refinitiv Lipper’s 2022 Best Small Fund Family Award

The award is based on outstanding three-year risk-adjusted performance in the firm’s investment strategies; demonstrates the depth and breadth of Calamos’ investment expertise

CHICAGO, March 10, 2022 /PRNewswire/ — Calamos Investmentsa global investment management firm with more than $40 billion assets under management, announced today that it has received the 2022 U.S. Award for Best Small Fund Family Overall from the Refinitiv Lipper Fund Awards. Awarded annually, the award recognizes the fund company that has excelled in achieving consistent and strong risk-adjusted performance relative to its peers. The Small Fund Family peer group included companies with less than $99 billion in AUM.

President and CEO of Calamos Jean Koudounis noted, “John Calamos founded our company more than 40 years ago on the fundamental belief that active risk management best served investors. Winning the overall award for best small performance-based fund company over the past three years underscores the importance of this founding principle and the breadth of our investment talent.”

Founder, President and Global Chief Investment Officer, John P. Calamos, Sr. said, “Throughout market cycles, risk management has always been a cornerstone of our approach. This award recognizes the consistent outperformance of several funds and demonstrates the consistency of our investment philosophy. We are honored by this recognition.

About Calamos
Calamos Investments is a diversified global investment firm offering innovative investment strategies including Alternative, Multi-Asset, Convertible, Fixed Income, Equity and Sustainable Equity, which currently manages over $40 billion in assets under management. The company offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds and UCITS funds. Clients include large corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. Based in the Chicago metropolitan area, the firm also has offices in new York, San Francisco, Milwaukee, Portland (Oregon), and the miami region. For more information, please visit

About Refinitiv Lipper Fund
For more than 30 years and in more than 17 countries around the world, the highly respected Refinitiv Lipper Awards have recognized funds and fund management companies that have excelled in delivering consistent risk-adjusted performance relative to their peers and that focus the investment world on the best funds. The merit of the winners is based on entirely objective quantitative criteria. This, coupled with the unparalleled depth of fund data, results in a unique level of prestige and ensures the award has lasting value. Renowned fund data and proprietary methodology underpin this prestigious qualification, recognizing excellence in fund management. Learn more about

*Calamos Investments LLC, hereinafter referred to as Calamos Investments®, is a financial services company offering such services through its subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos Investments LLP and Calamos Financial Services LLC.


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