Skip to main content

Insights

Latest insights - page 15

Replay: Moving Cash off the Sidelines and into Higher Yielding Short-Te...

In this conversational webinar, Angel Oak’s Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, and Divisional Head of Sales for the Eastern region, Frank Ros, CAIA, answer the top questions they’re hearing from advisors about the fixed income markets and when to rotate from cash into shorter-duration fixed income strategies.

Watch video

Podcast: Angel Oak and SS&C Discuss Insurance Company Demand for R...

Members of Angel Oak’s Institutional Client Group sat down with technology solutions provider SS&C Technologies to discuss the ongoing demand from insurance companies that want to add residential loans to their investment portfolios.

Listen to audio

Q&A: Angel Oak and SS&C Discuss Insurance Company Demand for ...

In this Q&A, Angel Oak and technology solutions provider SS&C Technologies answer questions that insurance companies may have when exploring adding residential loans to their investment portfolios.

Read article

Cheryl Pate on Bloomberg Radio: Bank Earnings Continue

Senior PM Cheryl Pate, CFA shared her views on the banking sector following recent big bank earnings results and highlighted large cap bank standouts to consider in today’s environment. Listen to the full interview segment near the 8:30 mark.

Listen to audio

Sreeni Prabhu on Bloomberg Radio: We See the Best Opportunities in Mort...

Angel Oak CEO Sreeni Prabhu spoke to Bloomberg Radio’s Tom Keene and Paul Sweeney about his views on commercial real estate (CRE) and where he’s finding investment opportunities in mortgage-backed securities.

Listen to audio

Finding Value in Bank Equities

While the banking sector has been challenged over the past year, our thesis for bank equities remains intact: the current market dislocation provides a substantial investment opportunity for patient capital with a long-term view.

Read commentary

Angel Oak Delivers New Solutions for Insurance Companies Seeking Reside...

As insurance companies seek diversification and capital-efficient yield, Angel Oak engages in a capital-raising initiative focused on delivering residential mortgage loan exposure for its client base.

Read article

Angel Oak Capital Advisors Completes Conversion of Two Mutual Funds to ...

Angel Oak’s conversions bring new opportunities to advisors and investors seeking actively managed ETFs in structured credit and high yield.

Read article

Q&A: Angel Oak Mortgage-Backed Securities ETF

In this FAQ, Angel Oak’s PM team explains what investors can expect from the Angel Oak Mortgage-Backed Securities ETF (NYSE: MBS).

Read commentary

Q&A: Angel Oak High Yield Opportunities ETF

Angel Oak’s PM team provides answers to frequently asked questions about the Angel Oak High Yield Opportunities ETF (NYSE: AOHY), including what they believe differentiates its strategy.

Read commentary

You are now leaving the Angel Oak Capital and Angel Oak Funds website.

 

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.

 

 

Continue

You are now leaving the Angel Oak Capital and Angel Oak Funds website.


Continue