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Insights

Recent Institutional Insights from Angel Oak

Angel Oak Private Strategies: Non-QM vs. Agency Relative Value

As fixed income markets continue to adjust to tighter spreads and shifting rate dynamics, the relative value between Non-QM and Agency mortgages is coming into sharper focus. Angel Oak’s latest whitepaper explores where Non-QM may offer a convexity edge—and why that could matter for portfolio construction.

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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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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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Navigating the Future of CECL: A Conversation with SS&C EVOLV

In this podcast, Angel Oak’s Adam Beeler and SS&C EVOLV’s Theresa Meawad discuss how insurers are tackling the challenges of CECL accounting amid a volatile credit environment. They highlight strategies for building scalable, auditable credit loss models and meeting evolving regulatory demands.

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Navigating the Future of CECL: A Conversation with SS&C EVOLV

With residential mortgage loans (RMLs) playing a growing role in insurers’ portfolios, precision in CECL modeling and loan accounting is more critical than ever. This Q&A explores how SS&C EVOLV works to deliver comprehensive, scalable solutions to help firms navigate regulatory complexity, enhance transparency, and future-proof their financial reporting.

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Angel Oak’s First HELOC Securitization Debuts With Strong Investo...

Angel Oak announced the completion of its first home equity line of credit securitization, AOMT 2025-HB1, marking its sixth issuance of 2025, bringing its total issuance to $22 billion.

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Angel Oak Private Strategies: Non-Agency Market Update and Outlook

In this piece, Angel Oak provides an update on the Non-Agency (Non-QM) market and what to expect in 2025. Covered topics include market growth, securitization issuance trends, credit performance and prepayment speeds, and Angel Oak’s differentiated investment strategy.

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A Deep Dive into Non-Agency Credit Performance

Asset-based investing has gained significant traction recently as private credit managers seek new opportunities in areas with contractual cash flows and hard assets. In this piece, we highlight how Angel Oak is leading the way in providing access to the non-agency residential mortgage sector, where credit performance has been exceptional post-global financial crisis.

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Insurance Insights Podcast: Residential Mortgage Loans (RML) Reporting ...

In this podcast, Angel Oak’s Adam Beeler speaks with Christina Spagnolo, Senior Private Markets Solutions Consultant at Clearwater Analytics, about Clearwater’s evolution into a comprehensive solutions provider for insurance companies.

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Insurance Insights Q&A: Residential Mortgage Loans (RML) Reporting...

In this Q&A, Adam Beeler, Head of Institutional Sales at Angel Oak Capital Advisors, and Christina Spagnolo, Senior Private Markets Solutions Consultant at Clearwater Analytics, discuss Clearwater’s evolution into a comprehensive solutions provider for insurance companies.

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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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