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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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Podcast: A Discussion with Rob McDonough

Emma Quigley, SVP of Institutional Business Development, discusses how Angel Oak approaches ESG and the role of ESG within the firm’s investment process with Rob McDonough, Director of ESG and Regulatory Initiatives.

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Angel Oak Surpasses $10B in Non-QM Securitization Issuance

Angel Oak Capital Advisors, LLC, an investment management firm specializing in value-driven structured credit, is pleased to announce it has completed AOMT 2021-8, a $418.16 million non-agency securitization. 

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Angel Oak Q4 2021 ESG Update: Non-QM Strategies

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Harnessing Community Banking to Bolster Island Resiliency

The Bank of Guam, one of Angel Oak’s bank relationships, worked with the CDP so they could disclose climate data, raise their profile and get better access to capital markets.

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Angel Oak Targets Institutional Capital Raise for $20B in Non-Agency Mo...

Angel Oak’s ambitious capital raise seeks to further increase the firm’s market share in the non-agency mortgage market while delivering attractive risk-adjusted returns for its institutional investor base.

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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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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 PerformanceStrategic Credit Fund PerformanceUltraShort 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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