Home Stock Ideas Quick Picks & Lists Summary For the quarter ended March 31, 2026, the Calamos Global Convertible Fund returned 0.50% compared with the FTSE Global Convertible Index return of 2.00%. The fund benefited from security selection and an average overweight position in energy, where holdings in integrated oil & gas and oil & gas equipment & services added to returns. Lumentum Holdings’ common stock and convertible advanced as investors increasingly recognized Lumentum’s central role in the buildout of AI and cloud data centers. Seagate Technology’s common stock and convertible advanced as investors responded to a strong fiscal second-quarter earnings report that highlighted sharply higher revenue, record margins, and earnings well above expectations. Unity Software's common stock and convertible declined as investors focused on lingering concerns about slowing growth in Unity's advertising business and the near-term impact of restructuring actions.…