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Lower Inflation on the Horizon

Sam Dunlap and David Wells share why they believe that the Fed is at or near peak policy and interest rate cuts could be on the horizon.

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Podcast: Senior PMs Cheryl Pate and Johannes Palsson Discuss the Curren...

Senior PMs Cheryl Pate, CFA and Johannes Palsson sat down with Adam Beeler to discuss the investment opportunities they are finding across financials in both equities and debt.

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The Stable Fundamentals in Housing

Sam Dunlap and David Wells share why they believe the lack of agency and non-agency MBS supply in a shrinking market with historically wide spreads, stable fundamentals, and expectations for declining rates and volatility present a favorable technical backdrop for potential spread tightening moving forward.

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Angel Oak Insurance Solutions: Capital Efficient Credit and Mortgage Le...

Angel Oak has developed expertise in designing capital efficient investments via securitizations, separately managed accounts, and rated notes. Recent areas of focus have consisted of vehicles to access Non-Agency residential mortgages, commercial real estate mortgages, and investment grade–rated community bank subordinated debt. In this piece, the team provides an update on these investment verticals geared toward the insurance investing community.

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2023 Mid-Year Outlook

We continue to favor high-quality areas of securitized credit, which have been vulnerable to the increased interest rate volatility and widening in agency MBS spreads in the first half of the year. While most areas of securitized credit are historically cheap to corporate credit and may be more reflective of the significant recession in the second half of 2023, we remain selective and focused on high-quality areas with stable credit fundamentals, including agency and non-agency MBS and senior short-duration consumer asset-backed securities.

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Interest Rate Risk May Be A Thing of the Past

Angel Oak’s investment team explains why investors should switch their focus from interest rate risk to reinvestment risk as the team believes the Federal Reserve is nearing peak policy.

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Banking Outlook: Rising from the Ashes

In this whitepaper, Angel Oak’s Financials Strategies team outlines the circumstances that have led to the banking system’s most significant disruption since the Global Financial Crisis and shares its thoughts on the likely outcomes and potential opportunities.

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Cheryl Pate Recognized in “Women At The Forefront Of Alternative ...

Senior Portfolio Manager Cheryl Pate, CFA was named one of the “Women at the Forefront of Alternative Investments” in the second edition of iConnections’ report published in partnership with CPP Investments. This annual report is intended to showcase the array of female talent within the alternatives industry and the key role they play.

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Favorable Fundamentals in the Housing Market

CIO of Public Strategies Sam Dunlap and Chief Portfolio Strategist David Wells share several factors they believe will provide a tailwind to mortgage credit and housing prices even in the face of a potential recessionary environment.

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Cheryl Pate on Bloomberg Radio’s Drive to Close

Senior Portfolio Manager Cheryl Pate, CFA joined Bloomberg Radio to share her outlook on the commercial real estate sector, expectations for regional and community banks, and how Angel Oak is positioned to navigate today’s markets.

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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

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).

 

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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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