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About
Matt Freund is Co-Chief Investment Officer and Head of Fixed Income Strategies at Calamos Investments, where he oversees investment team resources, processes, risk management, and performance across a diverse range of fixed income and equity mutual funds and ETFs. He is a senior portfolio manager and serves on the Calamos Investment Committee, playing a key role in developing the firm's top-down investment framework and evaluating oversight metrics. Matt’s specific investment expertise lies in fixed income strategies, managing portfolios that include investment-grade bonds, credit, and multi-sector income solutions. He has led and contributed to the management of both taxable and municipal fixed income, as well as insurance-related asset classes and multi-asset portfolios, leveraging more than three decades of industry knowledge.
Prior to joining Calamos in 2016, Matt was the Chief Investment Officer at USAA Investments, responsible for managing mutual funds, insurance-related portfolios, and leading teams overseeing over $140 billion in assets. His career also includes senior portfolio management roles and analyst experience at MetLife's Capital Markets Group, with a recognized track record in managing highly regarded fixed income mutual funds. He holds a Master of Business Administration in Finance and Investments from Indiana University Bloomington, and a Bachelor of Arts in Accounting from Franklin & Marshall College. Matt is widely recognized for his contributions to fixed income portfolio management, investment process innovation, and leadership in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Calamos Investments | Co-Chief Investment Officer | Nov 2016 to Present | Responsible for oversight of investment team resources, investment processes, performance and risk. As Head of Fixed Income Strategies, manage investment team members and has portfolio management resp... |
| USAA | SVP, Investment Portfolios | Jan 2010 to Nov 2016 | Lead a team of over 70 investment professionals responsible for portfolio management, research, and trade-execution on investment portfolios with total assets of over $100 billion. Responsible for Sec... |
| USAA | Portfolio Manager of USAA Intermediate-Term Bond Fund (USIBX) | Jan 2002 to Nov 2016 | — |
| USAA | Portfolio Manager of USAA Short-Term Bond Fund (USSBX) | Jan 2002 to Nov 2016 | — |
| USAA | Portfolio Manager of USAA High Income Fund (USHYX) | Jan 1999 to Nov 2016 | A $1.7 billion mutual fund, continually managed since 1999, of high-yield securities (including corporate bonds, bank loans, convertible bonds, preferred and common stocks).
Excellent long-term perfo... |
| USAA | Director of Fixed Income Research | Jan 1994 to May 1999 | — |
| MetLife - Capital Markets Group | Senior Investment Analyst | Jan 1989 to Aug 1994 | — |
| Arthur Young | Audit Senior | Jan 1985 to Jan 1987 | — |
Education
Indiana University Bloomington
Master of Business Administration (M.B.A.), Finance and Investments
1988 — 1989
Franklin & Marshall College
Bachelor of Arts (BA), Accounting
1981 — 1985
Skills & Expertise
Others at Calamos Advisors LLC (44)
| Name | Role | Location |
|---|---|---|
| Vice President - Investment Consultant -RIA and BANKS | Denver, CO , United States | |
| Equity Trader | Naperville, IL , United States | |
| Portfolio Manager | Oak Park, IL , United States | |
D Doug Berman | Vice President - Senior Investment Consultant | Jupiter, FL , United States |
| Vice President, Investment Consultant | Philadelphia, PA , United States | |
| Co-Chief Investment Officer, Senior Co-PM, Head of Alternatives and Co-Head of Convertibles | Chicago, IL , United States | |
G Glen Ingalls | SVP and Co-Portfolio Manager | Oakland, CA , United States |
| Research Associate | Chicago, IL , United States | |
| Senior Vice President, Senior Co-Portfolio Manager | Naperville, IL , United States | |
J Joe Mariano | SVP, Head of Global Trading and ETF Capital Markets | Naperville, IL , United States |