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Insights

Recent Institutional Insights from Angel Oak

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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Podcast: Angel Oak’s ESG Framework and its Integration in the Financial...

Emma Quigley, SVP of Institutional Business Development, and Rob McDonough, Director of ESG and Regulatory Initiatives, discuss how Angel Oak’s proprietary scorecard methodology has allowed us to integrate ESG into our investment process and make an impact with the banks we hold.

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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.

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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.

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Podcast: Senior PM Cheryl Pate Discusses Current U.S. Banking Landscape...

Cheryl Pate, CFA sat down with Emma Quigley, SVP of Institutional Business Development, to discuss the current state of financials credit and the team’s focus on community and regional bank subordinated debt.

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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.

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Connecting Generations of Wealth

Angel Oak Co-CEOs Sreeni Prabhu and Mike Fierman explain how Angel Oak’s ecosystem is intentionally built to connect investors to borrowers.

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Q&A: Alternative Investment Strategies for Insurance Investors

Insurance companies face unique challenges in today’s market. As discussed in this Q&A, Angel Oak Capital Advisors is helping insurance company clients meet these challenges with vertically integrated origination platforms and access to unique assets that provide diversification to corporate credit.

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Podcast: Alternative Investment Strategies for Insurance Investors

Emma Quigley, SVP of Institutional Business Development, speaks with Manish Valecha, Head of Client Solutions, and Adam Beeler, Head of Institutional Sales, about strategies to address the unique challenges insurance companies face in today’s market.

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Angel Oak’s Ecosystem

Angel Oak Companies is a global financial institution that identifies and capitalizes on market dislocations, connects the financial landscape, and creates new market opportunities.

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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.

 

Financials Income Impact Fund Prospectus

High Yield Opportunities Fund Prospectus

Income ETF Prospectus

Multi-Strategy Income Fund Prospectus

Strategic Credit Fund Prospectus

Total Return Bond 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 Fund Performance, Income ETF Performance, Multi-Strategy Income Fund Performance, Strategic Credit Fund Performance, Total Return Bond 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.

 

 

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