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FINS Announces Recommendations to Vote “FOR” New Investment Advisory Ag...

FINS announced that ISS, Glass Lewis, and Egan-Jones unanimously recommend shareholders vote “FOR” its new investment advisory agreement with Angel Oak Capital Advisors and any necessary adjournments at the September 26, 2025 special meeting.

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FINS Files Presentation Showcasing New Investment Advisory Agreement

FINS has filed an investor presentation with the SEC outlining a proposed new investment advisory agreement that maintains the Fund’s current strategy and management while introducing potential benefits from Brookfield Asset Management’s scale and resources, subject to shareholder approval.

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Angel Oak FINS Files Definitive Proxy for Special Meeting

Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) has filed a proxy statement for a September 26, 2025 special meeting, where shareholders will vote on a new investment advisory agreement—substantially identical to the existing one—required due to Brookfield Asset Management’s proposed majority investment in Angel Oak Capital Advisors.

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Angel Oak FINS Sets Record Date and Date for Special Meeting of Shareho...

FINS will hold a special shareholder meeting on September 26, 2025, to vote on a new advisory agreement tied to Brookfield’s acquisition of Angel Oak, as the Fund continues to perform well and considers governance enhancements.

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Angel Oak FINS Announces Certified Results from 2025 Annual Meeting of ...

Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) announced certified results from its 2025 Annual Meeting, with key proposals falling short of required vote thresholds and a special shareholder meeting planned.

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Angel Oak FINS Announces Preliminary Results from Annual Meeting of Sto...

Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) reported strong preliminary shareholder support at its June 26, 2025 Annual Meeting for all proposals, including a new advisory agreement and trustee elections.

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Oversubscribed FINS Rights Offering Enables Angel Oak to Deploy Capital...

Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) shares a performance update and details on capital deployment following its oversubscribed $110.4 million rights offering, highlighting its strategic investment focus on high-coupon bank debt amid improving market conditions.

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Angel Oak FINS Announces Preliminary Results of Rights Offering

Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) announced the successful completion of its oversubscribed rights offering, highlighting strong investor interest.

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Brookfield Asset Management and Angel Oak to Enter into Strategic Partn...

Brookfield Asset Management and Angel Oak Companies today announced that they have entered into an agreement in which Brookfield will acquire a majority ownership stake in Angel Oak, expanding Brookfield’s credit business and offering its investors access to Angel Oak’s residential mortgage credit strategies while maintaining the firm’s independent operations and leadership.

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Angel Oak Capital Advisors Announces Listing Transfer to Nasdaq for ETFs

Angel Oak announces that, effective on or about December 20, the stock exchange listings for its four ETFs will be transferred to The Nasdaq Stock Market LLC (Nasdaq) from the New York Stock Exchange Arca Inc.

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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

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, 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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