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Advisor Information for CAMAX

Fund Inception06/30/2025
Name of IssuerCalamos
Fund Advisor(s)Calamos Advisors LLC
Sub-Advisor(s)Aksia LLC

Fund Managers for CAMAX

R. Matthew Freund
Portfolio Manager since 06/30/2025
As a Co-Chief Investment Officer, Matt Freund is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of Fixed Income Strategies, he manages investment team members and has portfolio management responsibilities. 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. Matt joined Calamos in 2016 and has more than 30 years of industry experience. Prior to joining Calamos, he was Chief Investment Officer of USAA Investments, leading the teams responsible for the portfolio management of USAA’s mutual funds and affiliated portfolios, including P&C and life insurance products, and overseeing more than $140 billion in assets. During this time, he also served as lead portfolio manager for several highly regarded fixed income mutual funds. Earlier in his career, Matt served as a senior investment analyst for MetLife in the Capital Markets Group. He received a BA in Accounting from Franklin & Marshall College and an MBA from Indiana University.
Michael Kassab
Portfolio Manager since 06/30/2025
Michael Kassab joined Calamos Advisors in 2014 and has served as SVP, Chief Market Strategist and Associate Portfolio Manager since February 2020. From June 2019 to January 2020 he was VP, Chief Market Strategist. From September 2014 to May 2019 he was the Vice President and Chief Investment Officer, Wealth Management Strategies. Previously, Kassab rejoined the Dover Corporate Responsibility Mgmt LLC in October 2007. His previous investment experience includes several years at Gabelli Asset Management (2002 - 2004) and Jefferies Asset Management (2006 - 2007), where he served as an investment analyst. Kassab began his career at Arthur Andersen LLP and provided audit services to clients in the consumer goods and pharmaceuticals industries. Kassab holds the Chartered Financial Analyst and Certified Public Accountant designation.
Eli Pars
Portfolio Manager since 06/30/2025
As a Co-Chief Investment Officer, Eli Pars is responsible for oversight of investment team resources, investment processes, performance and risk. As Co-Head of Alternative Strategies and Co-Head of Convertible Strategies, he manages investment team members and has portfolio management responsibilities for those investment verticals. He is a senior member of the investment team for the Calamos Structured Protection ETFs®. He is 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 processes. Eli has more than 35 years of experience, including more than 15 at Calamos. Prior to returning to Calamos in 2013, he was a Portfolio Manager at Chicago Fundamental Investment Partners, where he co-managed a convertible arbitrage portfolio. Previously, he held senior roles at Mulligan Partners LLC, Ritchie Capital and SAM Investments/The Hampshire Company. Earlier in his career, Eli was a Vice President and Assistant Portfolio Manager at Calamos. He received a BA in English Literature from the University of Illinois and an MBA with a specialization in Finance from the University of Chicago Graduate School of Business.
David O’Donohue
Portfolio Manager since 06/30/2025
David O’Donohue joined CALAMOS ADVISORS in August 2014 and has been a Co-Portfolio Manager since September 2015. Between March 2013 and August 2014, he was a Trader at Forty4 Asset Management LLC/Hard8 Futures LLC. Prior thereto, Mr. O’Donohue was a Portfolio Manager at Chicago Fundamental Investment Partners LLC from February 2009 to November 2012.
Thomas Martin
Portfolio Manager since 06/30/2025
Tom is a Partner and Co-Head of Private Equity and has over 24 years of private equity and real assets investment experience. He leads the global private equity investment team, overseeing the due diligence of primary, secondary, and co-investment opportunities in private equity. Tom also works with global investors focused on private equity, directing strategic portfolio construction, management, and providing customized investment decisions. Prior to the Sub-Advisor’s acquisition of TorreyCove Capital Partners, Tom was a co-founder of TorreyCove Capital Partners, where he was responsible for the Private Markets Investment Research team. Prior to that, Tom was a Senior Vice President at PCG Asset Management. Before that, Tom was a Vice President at Laffer Associates. Tom graduated from Bucknell University with a BA in Economics and Japanese. He holds an MPIA in International Affairs from the University of California San Diego and an MSc in International Economics and Business from the Stockholm School of Economics.
Kevin Hitchen
Portfolio Manager since 06/30/2025
Kevin is a Managing Director and Co-Head of Private Equity and has over 15 years of investment experience. He leads the global private equity investment team, focusing on the oversight of sourcing and diligence of managers across the North American buyouts sector. Kevin also works with global investors focused on private equity, directing strategic portfolio construction, management, and providing customized investment decisions. Prior to the Sub-Advisor’s acquisition of TorreyCove Capital Partners, Kevin was a Vice President, joining the firm in 2017. Prior to that, Kevin was an Associate Portfolio Manager for GC Investment Management, an affiliate of Golub Capital. Kevin also previously co-founded Localstake, an online investment platform offering private market investments and held investment analyst positions with the Indiana Public Retirement System and J.P. Morgan. Kevin graduated cum laude from Butler University with a BS in Finance. He is a CFA charterholder.
Kyson Hawkins
Portfolio Manager since 06/30/2025
Kyson is a Managing Director and Co-Head of Private Equity and has over 15 years of experience managing alternative investments and advising the implementation of co-investments in portfolios. He leads the global private equity investment team, focusing on the oversight of sourcing and diligence activities for private equity co-investments. Kyson also works with global investors focused on private equity, directing strategic portfolio construction, management, and providing customized investment decisions. Prior to the Sub-Advisor’s acquisition of TorreyCove Capital Partners, Kyson was a Senior Vice President, joining the firm in 2014. While at TorreyCove, Kyson participated in all major investment functions pertaining to private equity co-investments. Prior to that, Kyson was a Manager at Macquarie Group where he led the diligence on co-investments, secondary transactions, and global private equity fund commitments. While at Macquarie, he was also responsible for portfolio management for two global private equity separate accounts and led direct investments on behalf of Macquarie’s balance sheet. Kyson graduated magna cum laude from the University of San Diego with a BBA in Finance and Accounting. He holds an MBA with honors from the University of Chicago Booth School of Business.