Skip to main content

Insights

Latest insights - page 6

Angel Oak Companies Appoints Manmohan Singh as Group Chief Financial Of...

Manmohan “Manu” Singh has been appointed group chief financial officer of Angel Oak Companies. He currently serves as managing director and head of corporate development at Angel Oak.

Read article

Q&A: Angel Oak’s ESG Framework and its Integration in the Financia...

In this Q&A, Rob McDonough, Director of ESG and Regulatory Initiatives, explains Angel Oak’s belief that community banks are a natural choice for ESG-integrated investments, and he provides insight into the role Angel Oak’s proprietary ESG scorecard plays in the investment process.

Read article

Bulled Up on Banks

The series of recent events in the U.S. banking sector has resulted in a significant loss of confidence in the space, and the resulting regulatory response may be like that seen in the wake of the Global Financial Crisis. For investors, opportunities like this are rare. Learn why Angel Oak’s financials team remains convinced in the soundness of the banking system and its ability to emerge stronger.

Read commentary

Q&A: Senior PM Cheryl Pate Discusses Current U.S. Banking Landscap...

In this Q&A, Cheryl Pate, CFA, provides an overview of financials credit at Angel Oak, the team’s process for assessing community and regional banks, and potential opportunities amid recent market volatility.

Read article

The Front End is Alive

The Federal Reserve’s inflation battle has brought the front end of the yield curve to life. Sam Dunlap and David Wells urge investors to rethink their views on ultra-short strategies, as they now have the potential to deliver high income with possible price appreciation within a diversified fixed income allocation.

Read commentary

Colin McBurnette on The Alternative Investment Podcast: Are Bonds the N...

Senior Portfolio Manager Colin McBurnette joined The Alternative Investment Podcast to share Angel Oak’s latest market outlook for 2023, break down our strategies in structured credit, and share how those strategies play an important role in investors’ portfolios given today’s environment.

Watch video

4Q22 Financial Strategies Income Term Trust Quarterly Update Video

Watch the 4Q22 Financial Strategies Income Term Trust Quarterly Update below.  

Watch video

Sam Dunlap in Pensions & Investments: Angel Oak Capital exec predi...

Despite a potential short-lived recession on the horizon, the fixed-income market presents attractive opportunities for investors. In this market outlook piece, CIO of Public Strategies, Sam Dunlap, provides key insights for institutional investors.

Read article

Angel Oak Issues First Securitization of 2023

Angel Oak announced the issuance of AOMT 2023-1, an approximately $580.5 million securitization backed in part by loans originated by Angel Oak affiliated lending companies.

Read article

The Return of Fixed Income

Sam Dunlap and David Wells explain the PM team’s belief that securitized credit—specifically mortgages—is an appealing place to invest fixed-income dollars due to softening interest rate volatility, increased demand from investors, and better relative value.

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.

 

Financials Income Impact Fund Prospectus

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 (Financials Income Impact Fund Performance, 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.