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Non-QM at an Inflection Point: From Niche Sector to Core Allocation

Non-QM is no longer a niche sector. As origination volume grows, investor participation expands, and credit performance remains strong, the asset class continues to gain momentum among both institutional and individual investors. This whitepaper explores the factors driving that growth and examines why Non-QM is increasingly viewed as a core allocation within credit portfolios.

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Turning Liquidity Into Opportunity: A CIO’s Perspective on Modern...

Liquidity has become a strategic tool for insurers seeking to balance flexibility, capital efficiency, and return objectives. In this Q&A, Angel Oak’s Adam Beeler speaks with Coverys CIO Nico Santini, CFA, about building resilient insurance portfolios through thoughtful liquidity management, the role of securitized credit and ultrashort income strategies within a tiered liquidity framework, and the considerations that extend beyond performance when evaluating asset managers.

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Turning Liquidity Into Opportunity: A CIO’s Perspective on Modern...

Liquidity has become a strategic tool for insurers seeking to balance flexibility, capital efficiency, and return objectives. In this Q&A, Angel Oak’s Adam Beeler speaks with Coverys CIO Nico Santini, CFA, about building resilient insurance portfolios through thoughtful liquidity management, the role of securitized credit and ultrashort income strategies within a tiered liquidity framework, and the considerations that extend beyond performance when evaluating asset managers.

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Q3 2026 Housing Chartbook

Angel Oak’s Housing Chartbook highlights a housing market in transition as inventory builds and regional performance diverges. Explore the latest data on housing fundamentals, mortgage credit, and policy developments shaping today’s housing market.

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Angel Oak Macro Blitz Podcast | After Jackson Hole

Jackson Hole put the Federal Reserve back at the center of the market conversation. In this episode, we unpack the key messages from Chairman Kevin Warsh’s speech, what they could mean for the path of interest rates and inflation, and why housing affordability may improve over time even without a meaningful decline in home prices.

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Clayton Triick on Bloomberg Radio: The Rate Debate Is Back

The market has quickly shifted from expecting rate cuts to debating the possibility of additional hikes. In this Bloomberg Radio interview, Clayton Triick, CFA, breaks down the evolving rate outlook, the key inflation trends to watch, and the implications for fixed income investors.

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2Q26 Financial Strategies Income Term Trust Webcast

Against a favorable backdrop for financials, the FINS portfolio management team provides insight into portfolio strategy, emerging opportunities across the banking sector, and the key drivers that could support performance in the months ahead.

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Clayton Triick on BBC TV: Weak U.S. Jobs Numbers Make Interest Rate Hik...

July’s employment report delivered a notable downside surprise, reigniting questions about the trajectory of the U.S. economy and the path of monetary policy. Clayton Triick, CFA, joined BBC News to discuss signs of a cooling labor market, the market’s mixed response to the data, and what it could mean for Federal Reserve expectations ahead of the September meeting.

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Turning Liquidity Into Opportunity: A CIO’s Perspective on Modern Insur...

How should insurance companies think about liquidity in today’s evolving investment landscape? In this podcast episode, Angel Oak’s Adam Beeler hosts Nico Santini, CFA, Chief Investment Officer at Coverys, to discuss how insurers are approaching liquidity management, portfolio construction, and alternative investments.

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Replay: Angel Oak Funds Quarterly Update

The second quarter brought renewed market volatility, shifting rate expectations, and evolving opportunities across fixed income markets. In this webinar replay, the Angel Oak team discusses portfolio positioning, key performance drivers, and the themes shaping their outlook for the second half of the year.

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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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