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Insights

Recent Institutional Insights from Angel Oak

Podcast: A Discussion With Namit Sinha, CIO of Private Strategies

Emma Quigley, SVP of Institutional Business Development, met with Namit Sinha, CIO of Private Strategies, to discuss the benefits of Angel Oak’s vertically integrated model and why he finds Non-Agency RMBS an attractive investment opportunity, and how Angel Oak is incorporating ESG into its initiatives.

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Podcast: A Discussion With Steven Schwalb, Partner of Angel Oak Lending

SVP of Institutional Business Development Emma Quigley discusses the mortgage industry and what sets Angel Oak’s business model apart from others in the industry with Steven Schwalb, partner of Angel Oak Lending.

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Angel Oak Q2 2021 ESG Update: Non-QM Strategies

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Angel Oak Delivers First-to-Market, Non-Agency Social Bond Securitization

Angel Oak Capital Advisors, an investment management firm specializing in value-driven structured credit products, announces the completion of AOMT 2021-2, the first non-agency, mortgage-backed securitization issued in the U.S. that qualifies as a social bond.

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Angel Oak: Forging New Paths

Watch the team discuss Angel Oak’s investment philosophy, the firm’s unique culture, and how it is navigating the current market environment.

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Angel Oak Q1 2021 ESG Update: Non-QM Strategies

We believe ESG principles are inherent in our core Non-QM strategy of investing in loans and providing access to residential credit for borrowers who are underserved. 

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Angel Oak Senior Management Discusses Commitment to ESG Principles

Angel Oak has a strong commitment to ESG. Angel Oak’s investment team explains why the firm is ahead of competitors and how Angel Oak is evolving ESG. 

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Angel Oak Completes Securitization of AOCL-Originated Small Balance Loans

Angel Oak Capital Advisors, LLC, has completed AOMT 2020-SBC1, a $164.3 million securitization backed entirely by small-balance commercial loans originated by an affiliate of Angel Oak Capital. The securitization was rated by…

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Angel Oak Capital Advisors Brings Third Securitization of 2020 to Market

Angel Oak Capital Advisors, LLC, has completed AOMT 2020-3, a $530 million securitization composed primarily of nonqualified mortgage (non-QM) loans originated by its affiliate mortgage lenders Angel Oak Mortgage Solutions, LLC, and Angel Oak Home Loans, LLC. The securitization was rated by Fitch and DBRS.

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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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