Calamos Timpani Small Cap Growth R6 (CTSOX)
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Calamos Timpani Small Cap Growth R6
Naperville, IL 60563
2020 Calamos Court
Calamos Investment Trust
Management information
Brandon M. Nelson,Lead manager since 22 March 2011
Senior Portfolio Manager Brandon M. Nelson is responsible for the portfolio management of our small- and smid-cap growth strategies. He draws upon more than two decades of experience in small- and smid-cap growth equity investing, utilizing the same philosophy and process employed by Calamos Timpani Small Cap Growth Fund today. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Brandon joined Calamos Investments following its 2019 acquisition of Timpani Capital Management, the company he co-founded in 2008, where he served as Chief Investment Officer and Portfolio Manager of the Timpani strategies since inception. Previously, he was a Managing Director and Senior Portfolio Manager at Wells Capital Management since 2005. Prior to that, Brandon was with Strong Capital Management, Inc. as a Research Analyst from 1996 to 2000 and as a Portfolio Manager from 2000 to 2005. He received his master’s degree in Finance from the University of Wisconsin-Madison and was selected to participate in the prestigious Applied Security Analysis Program. He also received his BBA in Finance from the University of Wisconsin-Madison.
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Morningstar category
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Fund overview
CategorySmall Growth
Fund familyCalamos
Net assets333.86M
YTD return30.55%
Yield0.00%
Morningstar rating★★★
Inception date22 Mar 2011
Fund operations
Last dividendN/A
Last cap gain9.00
Holdings turnover215.00%
Average for categoryN/A
Fees and expenses
ExpenseCTSOXCategory average
Annual report expense ratio (net)0.92%1.21%
Prospectus net expense ratio0.92%N/A
Prospectus gross expense ratio0.99%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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