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Cheryl Pate on Bloomberg Markets: Angel Oak Pate’s Outlook for Ba...

Senior Portfolio Manager Cheryl Pate, CFA, joined Bloomberg TV to share her outlook on the banking sector—from earnings pressure tied to ongoing tariff concerns to why deregulation could drive more M&A activity.

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Bloomberg: Brookfield Buys Majority Stake in Mortgage Specialist Angel Oak

Brookfield Asset Management has acquired a majority stake in Angel Oak Companies, a leading alternative asset manager, expanding its private credit business while Angel Oak continues to operate independently under its co-founders.

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Cheryl Pate on Bloomberg Businessweek: Big Bank Earnings

After a strong start to earnings season, Senior Portfolio Manager Cheryl Pate, CFA, joined Bloomberg Businessweek to break down the earnings reports from several big banks. Listen to the full interview near the 2:00 mark.

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Clayton Triick on UBS Trending: Why are MBS being seen as an investment...

Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, recently joined UBS Trending to discuss the opportunity in mortgage-backed securities, noting Angel Oak’s strong alignment with the views of UBS’ Chief Investment Office.

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Ward Bortz in P&I: Active Management Vaults ETFs into Asset-Backed...

Growing demand for actively managed fixed income ETFs poses new opportunities for investors to gain securitized credit exposure. In Pensions & Investments, Ward Bortz, ETF Portfolio Manager and Head of Distribution for U.S. Wealth, explores this growth trend and why investors may consider this asset class.

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Cheryl Pate on Bloomberg Radio: Bank Earnings Continue

Senior PM Cheryl Pate, CFA shared her views on the banking sector following recent big bank earnings results and highlighted large cap bank standouts to consider in today’s environment. Listen to the full interview segment near the 8:30 mark.

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Sreeni Prabhu on Bloomberg Radio: We See the Best Opportunities in Mort...

Angel Oak CEO Sreeni Prabhu spoke to Bloomberg Radio’s Tom Keene and Paul Sweeney about his views on commercial real estate (CRE) and where he’s finding investment opportunities in mortgage-backed securities.

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Ward Bortz on Schwab Network: Expect 100 Bps of Fed Cuts in 2024

ETF Portfolio Manager and Head of Distribution for US Wealth Ward Bortz highlighted opportunities in the fixed income market in 2024, where we’re headed with inflation and rates, and more.

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Ward Bortz on Bloomberg Radio: ETFs and Investing Strategies

Ward Bortz, ETF Portfolio Manager and Head of Distribution for Public Strategies, joined Bloomberg Radio to discuss opportunities in the fixed-income market, his outlook on housing, and more.

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Cheryl Pate on Bloomberg Radio: Banks Beating Expectations but Higher f...

Senior PM Cheryl Pate discussed actionable investment opportunities with big banks following positive earnings results. Listen at 3:20 for barbell approaches to consider in this environment, her bank earnings outlook, and more.

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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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