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Insights

Recent Institutional Insights from Angel Oak 2

Angel Oak & Brookfield: Transforming a Residential Mortgage Lending Gap Into Opportunity

The U.S. residential mortgage market has undergone a structural shift. Bank lending standards have tightened, and documentation requirements have become more rigid. A growing number of high-quality borrowers are turning to private lenders to meet their mortgage financing needs—creating an attractive opportunity for investors seeking a return profile distinct from other areas of credit. Hear from leaders at Angel Oak and Brookfield on how the opportunity is unfolding.

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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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Angel Oak Capital Advisors Completes 50th Non-Agency Securitization

Angel Oak has announced the issuance of AOMT 2024-8, a $413.4 million securitization that brings the firm’s issuance total to over $18 billion as institutional demand for mortgage credit persists.

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Boom & Boon: Residential Mortgage Loans for Insurers

In this insurance investment whitepaper, Angel Oak’s Institutional Client Group highlights the influx of U.S. life insurance companies investing in residential mortgage loans and provides a market update on non-qualified loans.

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Podcast: The Growing Opportunity Surrounding Second Liens and HELOCs

Adam Beeler, Head of Institutional Sales at Angel Oak Capital Advisors, and Tom Hutchens, Executive Vice President of Production at Angel Oak Mortgage Solutions, discuss the potential opportunity surrounding second lien mortgages and home equity lines of credit.

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Q&A: The Growing Opportunity Surrounding Second Liens and HELOCs

In this Q&A, Adam Beeler, Head of Institutional Sales at Angel Oak Capital Advisors, asks Tom Hutchens, Executive Vice President of Production at Angel Oak Mortgage Solutions, a variety of questions regarding second liens and HELOCs, ranging from origination to underwriting for both products.

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Podcast: Angel Oak and SS&C Discuss Insurance Company Demand for R...

Members of Angel Oak’s Institutional Client Group sat down with technology solutions provider SS&C Technologies to discuss the ongoing demand from insurance companies that want to add residential loans to their investment portfolios.

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Q&A: Angel Oak and SS&C Discuss Insurance Company Demand for ...

In this Q&A, Angel Oak and technology solutions provider SS&C Technologies answer questions that insurance companies may have when exploring adding residential loans to their investment portfolios.

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Angel Oak Delivers New Solutions for Insurance Companies Seeking Reside...

As insurance companies seek diversification and capital-efficient yield, Angel Oak engages in a capital-raising initiative focused on delivering residential mortgage loan exposure for its client base.

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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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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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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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