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Non-Agency Residential Mortgage Credit Performance Update

This update highlights Angel Oak Mortgage Trust’s solid credit performance and its strategic move to reduce exposure to higher-risk loans amid a challenging housing market.

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Angel Oak Macro Blitz Podcast | July 2025

Check out the first episode of the Angel Oak Macro Blitz podcast, where we break down the June jobs report, inflation trends, housing market data, and what it all means for Fed policy in the months ahead.

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Unlocking Capital Efficiency with Rated Feeder Structures: Insights fro...

In this podcast, Angel Oak’s Adam Beeler and Clearwater’s Christina Spagnola explore how rated feeder fund structures help insurance companies navigate the complexities of investing in residential mortgage loans. They discuss the technology solutions that automate reporting, lower barriers to entry, and make regulatory compliance easier for insurers managing these alternative credit assets.

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Unlocking Capital Efficiency with Rated Feeder Structures: Insights fro...

In this Q&A, Angel Oak Capital Advisors and Clearwater Analytics discuss the growing appeal of rated feeder structures among insurance investors, spotlighting their role in easing access to structured credit. They explore how technology and smart structuring can reduce regulatory burdens and operational complexity, enabling broader adoption of alternative assets.

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Cheryl Pate on Bloomberg Markets: Investors Process Big Bank Earnings a...

Senior Portfolio Manager Cheryl Pate, CFA, joined Bloomberg TV to explain why she continues to see value in regional bank bonds, outline the key drivers of loan growth, and discuss how rising M&A activity could impact the banking landscape.

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Clayton Triick on Bloomberg Daybreak Asia: The Fed’s Path Ahead

Where can investors find value in today’s market? Clayton Triick, CFA, recently joined Bloomberg Daybreak: Asia Edition to discuss the evolving investment landscape. He shares insights on the outlook for interest rates, the potential impact of tariffs on inflation, and what labor and housing market trends suggest about the broader economy.

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Replay: Beyond the Noise: A Clearer View of Markets at Mid-Year

Clayton Triick, CFA, and Frank Ros, CAIA, review Angel Oak’s 2025 Mid-Year Outlook, highlighting the resilience of income-driven strategies amid market volatility. They also examine housing dynamics, compare bond and equity valuations, and discuss economic trends shaping investor positioning for the rest of the year.

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Clayton Triick on NYSE TV: Breaking Down the June CPI Report

Where can investors find opportunities beyond traditional fixed income assets? Angel Oak’s Clayton Triick joined NYSE TV to share his market outlook and highlight fixed income plays in mortgage- and asset-backed securities.

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Angel Oak FINS Announces Certified Results from 2025 Annual Meeting of ...

Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) announced certified results from its 2025 Annual Meeting, with key proposals falling short of required vote thresholds and a special shareholder meeting planned.

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Angel Oak FINS Announces Preliminary Results from Annual Meeting of Sto...

Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) reported strong preliminary shareholder support at its June 26, 2025 Annual Meeting for all proposals, including a new advisory agreement and trustee elections.

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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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