Private credit strategy across direct lending, distressed debt, specialty finance, real estate and real-assets credit, and mezzanine. Complemented by liquid alternative credit, with private-fund exposure capped at around a third of the portfolio.
Key figures
Net assets$1.1B
Total assets$1.3B
Leverage1.22×
Target TWR8–11%
Underlying companies174
Average EBITDA$159M
Strategy
Asset classPrivate Credit
StrategyDirect investments
Sub asset classDirect Lending
Geographic focusUS
BenchmarkSOFR+500bps
Target MarketMid-market
Leverage ratio / policy0.5x
Sectors—
Fund management team
Timothy Nest, CFA
Head of Private Credit · Calamos
Joshua Hemley
Partner, Co-Head Private Credit · Calamos
John P. Calamos, Sr.
Founder, Chairman and Global Chief Investment Officer, · Calamos
Matt Freund, CFA
Head of Fixed Income Strategies, and Senior Co-Portfolio Manager · Calamos