CALAMOS ADVISORS LLC

Calamos Advisors is a private investment management company that operates as a business subsidiary of its parent company Calamos Asset Management Inc. The company was established in 1977 by its current CEO and co-CIO John Peter Calamos, focusing on convertible securities. The company would grow, catering to its first institutional clients beginning in 1981 and launching one of the first convertible securities mutual funds in 1985. The company continued to launch new strategies as it grow, offerings its flagship US equity growth strategy in 1990 and global diversified equity strategy in 1996. In 2004, the company would go public and become listed on the NASDAQ. Calamos Advisors continued expanding its line of strategies and offerings and would open an international office in London in 2009. The company is currently headquartered out of its office in Chicago with further locations in London and New York. Calamos Advisors operates through various focused teams that specialize through investment disciplines and currently has over 350 employees with over 70 of them being investment professionals. The company currently has approximately $24 billion in assets under management spread across over 1,700 accounts, all of which are discretionary accounts. Although its total number of accounts has decreased drastically from over 17,000 accounts five years prior, its total assets has been decreasing at a much slower rate and currently is at the same level as it was back in 2010. The company utilizes a fundamental analysis to make its investment decisions mainly in growth stocks of companies in various market caps, investing most heavily in the information technology sector, which alone makes up almost a third of its total allocations, and also invests in the consumer discretionary, health care, finance, industrials, energy, and consumer staples sectors, among others, in order of decreasing allocation. Calamos Advisors offers a variety of mutual funds including its Total Return Bond, High Income, Hedged Equity, International Equity, and Emerging Market Equity funds.