Angel Oak UltraShort Income Fund Featured in Mutual Fund Observer

Senior Portfolio Manager Clayton Triick, CFA®, discusses the Angel Oak UltraShort Income Fund (AOUAX/AOUIX) and the potential benefits of the strategy in today’s environment.

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Investing in Short Duration High Quality Bonds

Watch Clayton Triick as he speaks about investing in short duration high quality bonds.

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Community Bank Debt: A Compelling Opportunity

Watch Navid Abghari as he speaks about compelling opportunities in community bank debt.

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Fundamental Backdrop of the U.S. Residential Mortgage Market

Watch Sam Dunlap as he speaks about the fundamental backdrop of the U.S. residential mortgage market.

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Why are Junk-Rated Bonds Behaving Like Investment-Grade Bonds?

Read more on how the non-agency RMBS market has exhibited investment-grade-like volatility during periods of stress, particularly for legacy RMBS, despite carrying a junk rating and offering yields of approximately 5%.

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Bank Equities versus Community Bank Debt

We have seen a lot of volatility in the equity markets lately, and banks, particularly smaller banks, have been no exception.

 

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Mutual fund investing involves risk. Principal loss is possible. The Funds can make short sales of securities, which involves the risk that losses in securities may exceed the original amount invested. Leverage, which may exaggerate the effect of any increase or decrease in the value of securities in a Fund’s portfolio on the Fund’s Net Asset Value and therefore may increase the volatility of a Fund. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are increased for emerging markets. Investments in fixed income instruments typically decrease in value when interest rates rise. Derivatives involve risks different from and, in certain cases, greater than the risks presented by more traditional investments. Investments in asset backed and mortgage‐backed securities include additional risks that investors should be aware of, such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. Investments in lower‐rated and non-rated securities presents a greater risk of loss to principal and interest than higher‐rated securities. A non‐diversified fund may be more susceptible to being adversely affected by a single corporate, economic, political or regulatory occurrence than a diversified fund. Funds will incur higher and duplicative costs when it invests in mutual funds, ETFs and other investment companies. There is also the risk that the Funds may suffer losses due to the investment practices of the underlying funds. For more information on these risks and other risks of the Funds, please see the Prospectus.