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2023 Market Outlook

The great bond bear market of 2022 left a swath of destruction in financial assets, especially within long-duration fixed income. While pandemics and wars are difficult to anticipate using typical macroeconomic indicators, our focus on sustainable fundamentals in high-quality areas of structured credit should position us to outperform over the long-run credit cycle as the bond bear market of 2022 has created years of total return potential. Bonds are the new stocks in 2023, and we encourage investors to take note of that when they assess the carnage of the 2022 bond bear market.

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The Securitized Credit Premium

Sam Dunlap and David Wells explore securitized credit’s underrepresentation within retail investors’ fixed income portfolios and explain possible drivers of the securitized credit premium.

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Banking Outlook: Rising from the Ashes

In this whitepaper, Angel Oak’s Financials Strategies team outlines the circumstances that have led to the banking system’s most significant disruption since the Global Financial Crisis and shares its thoughts on the likely outcomes and potential opportunities.

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1Q23 Multi-Strategy Income Fund Quarterly Update Video

Watch the 1Q23 Multi-Strategy Income Fund Quarterly Update.

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Cheryl Pate Recognized in “Women At The Forefront Of Alternative ...

Senior Portfolio Manager Cheryl Pate, CFA was named one of the “Women at the Forefront of Alternative Investments” in the second edition of iConnections’ report published in partnership with CPP Investments. This annual report is intended to showcase the array of female talent within the alternatives industry and the key role they play.

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1Q23 UltraShort Income Fund Quarterly Update Video

Watch the 1Q23 UltraShort Income Fund Quarterly Update.

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1Q23 High Yield Opportunities Fund Quarterly Update Video

Watch the 1Q23 High Yield Opportunities Fund Quarterly Update.

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Favorable Fundamentals in the Housing Market

CIO of Public Strategies Sam Dunlap and Chief Portfolio Strategist David Wells share several factors they believe will provide a tailwind to mortgage credit and housing prices even in the face of a potential recessionary environment.

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Cheryl Pate on Bloomberg Radio’s Drive to Close

Senior Portfolio Manager Cheryl Pate, CFA joined Bloomberg Radio to share her outlook on the commercial real estate sector, expectations for regional and community banks, and how Angel Oak is positioned to navigate today’s markets.

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Angel Oak Companies Appoints Manmohan Singh as Group Chief Financial Of...

Manmohan “Manu” Singh has been appointed group chief financial officer of Angel Oak Companies. He currently serves as managing director and head of corporate development at Angel Oak.

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Bulled Up on Banks

The series of recent events in the U.S. banking sector has resulted in a significant loss of confidence in the space, and the resulting regulatory response may be like that seen in the wake of the Global Financial Crisis. For investors, opportunities like this are rare. Learn why Angel Oak’s financials team remains convinced in the soundness of the banking system and its ability to emerge stronger.

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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 Fund Prospectus

Income ETF Prospectus

Multi-Strategy Income Fund Prospectus

Strategic Credit Fund Prospectus

Total Return Bond 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 Fund Performance, Income ETF Performance, Multi-Strategy Income Fund Performance, Strategic Credit Fund Performance, Total Return Bond Fund 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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