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Calamos Timpani Small Cap Growth Fund

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09:15

2026-07-26

machinebrief.com

ai-infrastructure

A top fund manager unpacks why he's sticking with AI infrastructure stocks, and flags 2 lesser-known names he's betting on

Brandon Nelson, manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), which has outperformed 99% of similar funds over three years, said he is not ready to sell AI infrastructure stocks despit…

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Brandon Nelson 1 Calamos Investments 1 Sterling Infrastructure 1 SiTime 1 Morningstar 1 Russell 2000 Growth Index 1 iShares Semiconductor ETF 1

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ai infrastructure 1 ai startups 1