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Angel Oak & Brookfield: Transforming a Residential Mortgage Lendin...

The U.S. residential mortgage market has undergone a structural shift. Bank lending standards have tightened, and documentation requirements have become more rigid. A growing number of high-quality borrowers are turning to private lenders to meet their mortgage financing needs—creating an attractive opportunity for investors seeking a return profile distinct from other areas of credit. Hear from leaders at Angel Oak and Brookfield on how the opportunity is unfolding.

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1Q26 Total Return ETF Commentary

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1Q26 Strategic Credit Fund Commentary

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Clayton Triick on Schwab Network: From High Yield to Housing, Credit Op...

Live from the New York Stock Exchange, Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined Schwab Network to discuss the evolving credit landscape. He shared why value is shifting toward mortgage-backed securities and how improving affordability continues to support constructive housing fundamentals.

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Clayton Triick on Bloomberg Radio: Volatility Reveals Credit Opportunities

Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined Bloomberg Radio to discuss emerging opportunities in mortgage‑ and asset‑backed securities as yields have become increasingly attractive relative to corporate credit. He also pointed to signs of improving housing affordability, noting that mortgage rates have stabilized around 6%.

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Replay: Angel Oak Funds Quarterly Update

Clayton Triick, CFA, and Frank Ros, CAIA, recap Angel Oak’s strong first-quarter performance, highlighting how active management and an overweight to securitized credit drove outperformance amid rising market volatility. The webinar also covers the macro backdrop, private credit risks, consumer health, and positioning across Angel Oak’s public funds.

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Angel Oak Funds Quarterly Update

Join us on Friday, April 17, as Clayton Triick, CFA, and Frank Ros, CAIA, review first-quarter 2026 performance results and share their insights on the forces reshaping relative value in U.S. fixed income. They will also discuss the key factors expected to influence performance in the months ahead.

Discussion topics will include:

• Early-year performance trends and notable market dynamics
• Key portfolio adjustments, income drivers, and strategic opportunities for 2026
• Expectations for interest rates, consumer credit, and emerging signals from the housing market amid the recent rise in mortgage rates

We look forward to delivering actionable insights to help you guide clients through an evolving—and increasingly complex—market landscape.

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1Q26 UltraShort Income Fund Commentary

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1Q26 Multi-Strategy Income Fund Commentary

   

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1Q26 UltraShort Income ETF Commentary

   

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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.

 

High Yield Opportunities ETF Prospectus 

Income ETF Prospectus

Mortgage-Backed Securities ETF Prospectus

Multi-Strategy Income Fund Prospectus

Strategic Credit Fund Prospectus

Total Return ETF 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 (High Yield Opportunities ETF Performance, Income ETF Performance, Mortgage-Backed Securities ETF Performance, Multi-Strategy Income Fund Performance, Strategic Credit Fund Performance, Total Return ETF 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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