Skip to main content

Insights

Latest insights - page 4

Time to Pivot: Shifting from Cash to Bonds

With the Federal Reserve expected to continue cutting interest rates following Wednesday’s 50 basis point decrease, we believe now is an opportune time for investors to extend duration ahead of future Fed rate cuts.

Read commentary

Angel Oak Capital Advisors Completes 50th Non-Agency Securitization

Angel Oak has announced the issuance of AOMT 2024-8, a $413.4 million securitization that brings the firm’s issuance total to over $18 billion as institutional demand for mortgage credit persists.

Read article

Replay: A Tale of Two Consumers

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, discuss the U.S. consumer, a critical driver of economic growth. Key topics include renters vs. owners, consumer sentiment, and pockets of lower-end borrower stress.

Watch video

Boom & Boon: Residential Mortgage Loans for Insurers

In this insurance investment whitepaper, Angel Oak’s Institutional Client Group highlights the influx of U.S. life insurance companies investing in residential mortgage loans and provides a market update on non-qualified loans.

Read article

Angel Oak Strategic Credit Fund Breaks $100M Asset Mark

The interval fund, which invests primarily in non-agency residential mortgage-backed securities and other asset-backed securities, has delivered compelling risk-adjusted returns over its six-year lifespan–a span that has included periods of quite volatile investment environments.

Read article

Podcast: The Growing Opportunity Surrounding Second Liens and HELOCs

Adam Beeler, Head of Institutional Sales at Angel Oak Capital Advisors, and Tom Hutchens, Executive Vice President of Production at Angel Oak Mortgage Solutions, discuss the potential opportunity surrounding second lien mortgages and home equity lines of credit.

Listen to audio

Q&A: The Growing Opportunity Surrounding Second Liens and HELOCs

In this Q&A, Adam Beeler, Head of Institutional Sales at Angel Oak Capital Advisors, asks Tom Hutchens, Executive Vice President of Production at Angel Oak Mortgage Solutions, a variety of questions regarding second liens and HELOCs, ranging from origination to underwriting for both products.

Read article

Replay: The Next Bond Wave

In this 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, discuss the case for bonds versus stocks amid robust housing fundamentals and the consensus view of a soft landing–ultimately sharing what they expect from fixed income markets over the next six to 12 months.

Watch video

Overlooked Risks in AAA-Rated CLOs

Angel Oak’s PM Team outlines their view that investors should look to lock-in higher yields and diversify their short-duration allocations, as the fixed-income winners of the past 24 months–during the Federal Reserve’s tightening campaign–may not be the winners of the next 24 months.

Read commentary

Clayton Triick on UBS Trending: Why are MBS being seen as an investment...

Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, recently joined UBS Trending to discuss the opportunity in mortgage-backed securities, noting Angel Oak’s strong alignment with the views of UBS’ Chief Investment Office.

Watch video

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

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, 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

By continuing on this site or clicking Yes to Accept, you agree to our use of cookies and other technologies to process your personal data to personalize your experience and for other purposes.