Join Matt Kaufman, SVP and Global Head of ETFs at Calamos, for a practical discussion on how the Calamos Autocallable Growth ETF (CAGE) is constructed, how it has historically behaved relative to broad equity markets, and how advisors might evaluate its role within client portfolios.
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WEBCAST – The Next Evolution of Growth Investing: CAGE, Growth Notes with Memory in an ETF
In 2025, Calamos pioneered the introduction of autocallable income in an ETF, and now the firm is extending that innovation into the growth space: Autocallable ETFs
CAGE applies the mechanics of autocallable growth notes, including coupon memory, within a diversified, laddered structure. Rather than emphasizing current income, CAGE is designed to pursue tax efficient, long term capital appreciation through the compounding of accrued coupons inside the fund.
This webcast will explore how CAGE works, the role autocallable growth strategies may play alongside traditional equity exposure, and the types of investors who may benefit from an approach that seeks to compound wealth over time at a potentially greater annualized rate than the S&P 500: 23.75%* annualized return of the underlying index over a ten-year period.
Key CAGE characteristics:
- Underlying index exhibits superior long-term growth potential designed to seek compounding returns over full market cycles greater than the S&P 500: 23.75%* annualized return of the underlying index over a ten-year period
- Tax efficient compounding, as coupons accrue and compound within the fund rather than being distributed
- Laddered portfolio construction, consisting of approximately 52 five year autocallables with staggered maturities
- Coupon memory feature, allowing missed coupons to accrue and be paid if markets recover
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.
Accepted for 1 CFP / IWI / CFA CE Credit