Calamos Aksia Hedged Strategies Fund Launch
In an exciting development for alternative investment enthusiasts, Calamos Investments and Aksia have announced the launch of the
Calamos Aksia Hedged Strategies Fund (Ticker:
HEDGX). This fund, unveiled on October 1, 2025, stands as the third integrated offering under their AC Private Markets platform. With this initiative, the collaboration between Calamos, a frontrunner in liquid alternatives, and Aksia, known for its prowess in private markets, deepens.
John Koudounis, the President and CEO of Calamos, articulated that HEDGX aims to democratize accessibility to institutional-grade alternative investments. Unlike traditional investment avenues, this fund provides investors with a singular portfolio managed actively, featuring a diverse mix of hedge fund strategies. Koudounis emphasized that the fund is specifically engineered to cater to the evolving needs of today’s investors, targeting returns that can outperform conventional markets through specialized hedge fund strategies.
With its focus on low equity beta strategies, HEDGX combines elements such as relative value, multi-strategy, tactical trading, event-driven opportunities, and long/short equity into a seamless investment offering designed for both accredited and non-accredited investors. Previously functioning as a private fund, HEDGX has already demonstrated impressive performance, achieving a
9.21% net return from its inception on June 3, 2024, to August 31, 2025. This performance supersedes benchmark indices, making it attractive for those looking to diversify their portfolios.
Reflecting on the changing landscape of hedge funds, Aksia's research notes an increasing inclination among institutions to invest in funds that prioritize superior diversification—a feature that the HEDGX fund embraces wholeheartedly. Jim Vos, the CEO of Aksia, praised the launch of HEDGX, highlighting that it encapsulates nearly two decades of research and carefully curated manager selection methodologies, all within an easily accessible investment framework.
Fund Specifications
- - Name: Calamos Aksia Hedged Strategies Fund
- - Ticker: HEDGX
- - Strategy: Diversified hedge fund with low equity beta
- - Benchmark: HFRI FoF Conservative Index
- - Liquidity Terms: Quarterly repurchasing of no less than 5% of outstanding shares
- - Management Fee: 1.10%
The introduction of HEDGX marks a significant milestone in Calamos and Aksia's journey to enhance accessibility to top-tier investment solutions. The fund will continue to operate under the principles of transparency and strategic liquidity, ensuring that investor interests remain aligned with management decisions.
The overarching goal of HEDGX is set against the backdrop of uncertain market conditions, where the insistence on liquidity and transparency becomes even more critical. As we observe increasing volatility in global markets, funds that offer diversified risk and align with investor goals are essential. HEDGX aims to fulfill this role, allowing for a robust investment strategy that not only adapts to market changes but potentially thrives amidst them.
For more about the AC Private Markets partnership and its unique offerings, feel free to visit their official website. As they continue their dedication to delivering cutting-edge hedging strategies and alternative investments, both individual and institutional investors are encouraged to explore what HEDGX has to offer, including its flexible liquidity options and carefully curated investment strategies designed to meet the modern investor's needs.