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Creating Impact through Engagement

Rob McDonough, director of ESG and regulatory initiatives, discusses the importance of ESG to Angel Oak’s business model. He explains the factors that distinguish Angel Oak’s approach to ESG investing, including the firm’s proprietary scorecard methodology.

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Webinar Replay: Opportunities in Today’s Fixed Income Market

Angel Oak’s portfolio management team discusses attractive areas of fixed income and shares how they are putting new capital to work.

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Angel Oak Financials Income Fund Snapshot

Senior Portfolio Manager Cheryl Pate, CFA® provides a high-level overview of the Fund and its five key attributes.

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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 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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Multi-Strategy Income Fund Video

Chief Investment Officer of Public Strategies, Sam Dunlap, discusses the Fund’s key features and explains how the Fund seeks to provide investors unique opportunities to earn high current income by investing in structured credit.

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UltraShort Income Fund Video

Senior Portfolio Manager Clayton Triick, CFA® discusses the key features of the Fund and its focus on high current income and short duration investing.

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Strategic Credit Fund Video

Senior Portfolio Manager Colin McBurnette discusses the key features of the Fund and explains how the team seeks to maximize total return over the credit cycle by focusing on the best opportunities in structured credit.

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2020 Mid-Year Outlook Video

Watch Angel Oak’s portfolio management team discuss the first half of 2020 and share their expectations for structured and corporate credit performance during the remainder of the year.

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Community Bank Debt: A Compelling Opportunity

Watch Navid Abghari as he speaks about compelling opportunities in community bank debt.

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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.

 

Multi-Strategy Income Fund Prospectus
Financials Income Fund Prospectus
High Yield Opportunities Fund Prospectus
UltraShort Income Fund Prospectus
Strategic Credit Fund Prospectus
Core Impact Fund Prospectus
 

Return to the Angel Oak Website to access standardized performance or recent portfolio holdings or positions ( Multi-Strategy Income Fund Performance, Financials Income Fund Performance, High Yield Opportunities Fund Performance, UltraShort Income Fund Performance, Strategic Credit Fund Performance, Core Impact 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.

 

Mutual fund investing involves risk. Principal loss is possible. The 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 on the Fund’s Net Asset Value and therefore 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. 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 nonrated securities presents a greater risk of loss to principal and interest than higher‐rated securities. 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.

 

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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