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Our Story


Unlocking financial value through alternative credit requires the vision to identify unique opportunities, the expertise to develop sound strategies, and the sophistication to structure solutions effectively. Angel Oak skillfully navigates the structured credit space and has a distinct competitive advantage due to its vertical integration in the search for yield across all economic cycles.

  • One of the largest securitizers of non-qualified mortgages in the nation.
  • Deep, seasoned team of professionals singularly dedicated to serving fixed-income investors.
  • Offers one of the most comprehensive structured credit investment platforms in the market.

Data-driven and vertically integrated, Angel Oak provides comprehensive investment solutions that create strategic long-term value for the institutional and individual investors it serves.

Angel Oak’s Ecosystem

Angel Oak Companies is a global financial institution that identifies and capitalizes on market dislocations, connects the financial landscape, and creates new market opportunities.

Connecting Generations of Wealth

Angel Oak Co-CEOs Sreeni Prabhu and Mike Fierman explain how Angel Oak’s ecosystem is intentionally built to connect investors to borrowers.

The Age of Alternative Credit


The alternative credit space is sophisticated and continuing to grow at a rapid pace as more investors realize the value of structured credit in a well-diversified portfolio. Angel Oak had the foresight to identify this space early and has contributed to its rise in prominence by pioneering comprehensive structured credit solutions for investors.

Mortgage Mastery

Mortgage Credit Mastery

Staffed by credit and portfolio management experts guided by an overarching drive to promote and invest in the American Dream itself: Homeownership.

Redefining Risk

Redefining Risk

Market awareness, intelligent structuring and commitment to solid credit fundamentals redefines what was once considered a “risky” asset.

Informed by the Past. Prepared for the Future.

Informed by the Past. Prepared for the Future.

Balanced conservatively-derived analytical processes with forward-thinking investment mindset; using past cycles and experiences to inform and prepare.

Established & In-House 


Having the vision to identify mortgage credit as a key value driver, Angel Oak has an established expertise in mortgage and structured credit. Participating in each aspect of the supply chain, Angel Oak is able to utilize deeper information and provide clients with a true one-stop-shop for structured credit solutions.

Driven by Data

Driven by Data

Evolving, iterating, and adapting investment strategies in real-time based on proprietary data and sophisticated analytics.

Expert Insights = Quality Products

Expert Insights = Quality Products

Angel Oak’s solutions utilize strong due diligence, market knowledge and macroeconomic insights to develop and deliver attractive risk-adjusted returns from products that combine stable current income and price appreciation.

Institution-Ready

Institutional Partnership

Broad array of structures including public vehicles, private funds and customized solutions (SMA, Funds of One).

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Any views expressed on the site you are about to visit, or any articles or interviews therein are those of the participants and are not intended as a forecast or as investment recommendations. Information provided with respect to the Fund’s Portfolio Holdings, Sector Weightings, Number of Holdings, Performance and Expense Ratios are as of the dates described in the article and are subject to change at any time.

 

Core Impact Fund Prospectus

Financials Income Impact Fund Prospectus

High Yield Opportunities Fund Prospectus

Income ETF Prospectus

Multi-Strategy Income Fund Prospectus

Strategic Credit Fund Prospectus

UltraShort Income ETF Prospectus

UltraShort Income Fund Prospectus

 

Return to the Angel Oak Website to access standardized performance or recent portfolio holdings or positions (Core Impact Fund Performance,  Financials Income Impact Fund PerformanceHigh Yield Opportunities Fund PerformanceIncome ETF Performance, Multi-Strategy Income Fund PerformanceStrategic Credit Fund Performance, UltraShort Income ETF Performance, UltraShort Income Fund Performance).

 

Important Social Media Disclosures

 

Performance data current to the most recent month-end and quarter-end can be obtained by clicking the links above.

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than what is stated.

 

Investing involves risk. Principal loss is possible. Some 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, 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. Derivatives may involve certain costs and risks such as illiquidity, interest rate, market, credit, management, and the risk that a position could not be closed when most advantageous. 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 present a greater risk of loss to principal and interest than higher-rated securities do. 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.

 

ETFs may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market prices (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund is an actively managed ETF, which is a fund that trades like other publicly traded securities. The Fund is not an index fund and does not seek to replicate the performance of a specified index.

 

There is no guarantee that this or any investment strategy will succeed; the strategy is not an indicator of future performance; and investment results may vary.

References to other mutual funds should not be interpreted as an offer of these securities.

Fund holdings and allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.

Diversification does not guarantee a profit or protect from loss in a declining market.

Indexed annuities are complex, not suitable for all investors, and due to surrender charges it is possible to lose money.

Upside potential may be limited due to participation rates.

The Angel Oak Funds are distributed by Quasar Distributors, LLC.

 

 

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