Calamos Global Convertible Fund: Q1 2026 Contributors And Detractors
The Calamos Global Convertible Fund returned 0.50% in Q1 2026, underperforming the FTSE Global Convertible Index, which gained 2.00%. Strong performance in energy holdings, particularly Lumentum and Seagate, contributed to returns, while weakness in Unity Software weighed on results. Alibaba was also a detractor due to ongoing investor concerns. Sector allocation and stock selection drove relative performance.
- ▪The Calamos Global Convertible Fund returned 0.50% for the quarter ended March 31, 2026.
- ▪The FTSE Global Convertible Index returned 2.00% over the same period.
- ▪Lumentum Holdings and Seagate Technology were top contributors due to strong fundamentals and investor sentiment.
- ▪Unity Software and Alibaba were among the top detractors due to growth concerns and restructuring impacts.
- ▪Energy sector overweight positions and stock selection helped partially offset broader underperformance.
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