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Committed to Corporate Social Responsibility


Since its founding in 2008, Angel Oak’s corporate values have stressed accountability. Accountability to its associates, clients, stakeholders and the public. Angel Oak’s Corporate Social Responsibility efforts are motivated by the belief that doing what’s right for its clients, associates, the environment and the communities it serves helps the firm to deliver the highest level of service.

Community Impact

Angel Oak directly donated to over 20 local and national charitable organizations in 2019. Angel Oak chose to support institutions that reflected its culture of commitment and passion, in addition to their personal importance to Angel Oak’s associates, many of whom have spent hundreds of hours volunteering over the years. Angel Oak will continue to take an active interest in community service, knowing that this positive social impact will strengthen the bond between not only its associates and the community, but between Angel Oak colleagues as well.

Community Relations Committee

In support of its pledge to increase the level and efficiency of community involvement, Angel Oak established a Community Relations Committee to coordinate all efforts.

Mission

Foster and sustain Angel Oak’s charitable commitments and community engagement

Objectives

  • Evaluate and oversee Angel Oak’s charitable giving strategy and funding guidelines

  • Review and approve funding requests and charity/event participation

  • Organize internal and external events to facilitate community engagement and giving

  • Develop and present annual Community Impact Reports

Metro Atlanta Chamber Board of Advisors

Angel Oak is an investor in the Metro Atlanta Chamber (MAC) and has a seat on their Board of Advisors. MAC is a 160-year-old organization that represents businesses, colleges and universities, and nonprofits across the 29-county region that makes up the nation’s ninth largest market. Its efforts build on the qualities that make Atlanta one of the nation’s most unique metros — its neighborhoods, culture, quality of life, welcoming business community and more.

Diversity & Inclusion

Angel Oak is a company with a global reach that is committed to creating an inclusive environment which embraces diversity and fosters inclusion across all of the organization’s activities and operations. Angel Oak believes that the wide array of perspectives resulting from such diversity promotes innovation and business success. Angel Oak’s diversity encompasses differences in ethnicity, gender, language, age, sexual orientation, religion, socioeconomic status, physical and mental ability, experience and education.

Talent

Angel Oak recognizes its talented and diverse workforce as a competitive advantage. The firm’s success is a reflection of the quality and skill of its people. Angel Oak seeks to maintain a diverse workforce in its hiring practices and policies on recruitment and selection, compensation and benefits, professional development and training, and promotions.

Culture

Angel Oak’s culture focuses on collaboration, respectful discussion, and innovative thinking. These shared values are core to what Angel Oak represents as a firm and are the basis for its long-standing commitment to being diverse and inclusive. All Angel Oak associates are responsible for contributing to its diverse culture by removing bias from investment, talent, and business decisions, and demonstrating inclusive behaviors.

Community

Being a part of the community is important to Angel Oak, and this is reflected in its involvement with a number of organizations benefiting those in need in Greater Atlanta and around the nation. Angel Oak invests in the communities where its associates live and work by engaging in philanthropic efforts, targeted corporate giving, knowledge-sharing forums, mentoring, and volunteer events.

Equal Opportunity

Angel Oak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

Education & Training

Angel Oak is committed to providing its associates with learning opportunities to enhance their knowledge about inclusive workplace practices. Firm associates attend conferences and training sessions that address issues such as unconscious bias, cross-cultural competency, and recognizing differences in work and communication styles, including generational differences.

Environmental Policy

Angel Oak strives to operate in an environmentally sensitive manner by occupying LEED-certified office space, recycling, and offering public transportation incentives. Angel Oak supports flexible work schedules and telecommuting, both for the wellbeing of its employees and for their impact on the firm’s carbon footprint. Angel Oak’s goal is to reduce the firm’s environmental footprint by utilizing a systematic approach that educates its workforce and seeks to bring about behavioral changes that foster a sustainable and healthier future.

Environmental Initiatives

  • ~40% of purchased office supplies verified as “green” by independent third party

  • Exceed EPA standards for minimum post-consumer waste content

  • Installed UV drinking water stations to reduce use of disposable plastic bottles

  • Discontinued purchase and provision of plastic straws in break rooms

  • Moved corporate headquarters to LEED-certified building adjacent to Atlanta’s MARTA rapid transit system

  • Recycled three pallets of technology equipment during move to new headquarters

  • Purchased and installed environmentally sustainable flooring options

  • Increased availability of paper and plastic recycling bins

  • Participated in building’s technology recycling program

Recycling Metrics

Angel Oak implemented the Shred-It initiative in partnership with Stericycle Inc., a company that provides document destruction, hard drive destruction, and specialty item shredding. The program is ongoing and has led to substantial environmental benefits and waste reduction.

2018 2019 2020
Pounds 53,954 237,479 63,504
Tons 27 119 32
Trees Saved 459 2,019 540
Cubic Yards of Landfill Saved 81 356 95
Barrels of Oil Saved 54 237 64
Gallons of Water 188,839 831,177 222,264

Governance Structure

Angel Oak Core Values

Business Conduct and Ethics

Angel Oak conducts business with uncompromising honesty and integrity, adhering to all laws, regulations, and its SEC-compliant Code of Ethics.

Our People

Angel Oak’s ability to attract, develop, reward, and retain talented employees who are committed to responsible investment practices is central to its business strategy and critical to its future success.

Our Investors

Angel Oak’s core mission includes supporting both the financial and sustainability goals and objectives of its investors.

Our Company

Angel Oak’s corporate governance policies balance the interests of the firm’s stakeholders such as investors, associates, vendors, regulators, and the community as a whole.

Our Community

Being an engaged member of the community is important to Angel Oak, which is why the firm supports a number of organizations that do vital work benefiting education, the arts, and those in need in the Greater Atlanta area and nationwide.

Health & Safety

Angel Oak has a responsibility to do everything it can to assure that its associates are in a safe, healthy, and positive workplace.

Environment

Angel Oak is deeply aware of its responsibility to reduce its environmental footprint associated with the firm’s business activities and physical premises wherever possible.

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Multi-Strategy Income Fund Prospectus
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UltraShort Income Fund Prospectus
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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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