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Compare · APAM vs CHI

APAM vs CHI

Side-by-side comparison of Artisan Partners Asset Management Inc. (APAM) and Calamos Convertible Opportunities and Income Fund (CHI): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both APAM and CHI operate in Investment Managers (Finance), so they compete in similar markets.
  • APAM is the larger of the two at $2.82B, about 2.9x CHI ($963.6M).
  • Over the past year, APAM is down 15.7% and CHI is up 23.6% - CHI leads by 39.3 points.
  • APAM has been more active in the news (3 items in the past 4 weeks vs 1 for CHI).
  • APAM has more recent analyst coverage (8 ratings vs 0 for CHI).
PerformanceAPAM-15.73%CHI+23.59%
2025-06-09+0.00%2026-06-08
MetricAPAMCHI
Company
Artisan Partners Asset Management Inc.
Calamos Convertible Opportunities and Income Fund
Price
$34.84-6.32%
$12.68+1.85%
Market cap
$2.82B
$963.6M
1M return
-7.39%
+3.13%
1Y return
-15.73%
+23.59%
Industry
Investment Managers
Investment Managers
Exchange
NYSE
NASDAQ
IPO
2013
2002
News (4w)
3
1
Recent ratings
8
0
APAM

Artisan Partners Asset Management Inc.

Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of companies across all market capitalization. For fixed income component of its portfolio the firm invests in non-investment grade corporate bonds and secured and unsecured loans. It employs fundamental analysis to create its portfolios. Artisan Partners Asset Management Inc. was founded in 1994 and is based in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.

CHI

Calamos Convertible Opportunities and Income Fund

Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated Ba or lower by Moody's or BB or lower by Standard & Poor's. The fund employs both fundamental and quantitative analysis with a focus on such factors as financial soundness, ability to make interest and dividend payments, earnings and cash-flow forecast, and quality of management to create its portfolio. Calamos Convertible Opportunities and Income Fund was formed on April 17, 2002 and is domiciled in the United States.

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