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Angel Oak Capital Advisors Hires Institutional CRE Veteran, Sumit Sasid...

Sumit Sasidharan will lead the firm’s CRE platform, focusing primarily on growing Angel Oak’s CRE fund offerings at an institutional level while also managing and expanding the firm’s permanent and bridge-loan financing solutions.

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2023 Estimated Capital Gains

The estimated short-term and long-term capital gains distributions for 2023 are listed below.

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Angel Oak Capital Advisors’ UltraShort Income ETF Surpasses $100M in As...

The Angel Oak UltraShort Income ETF (NYSE: UYLD) has grown to more than $100 million in AUM in less than one year since its inception, reflecting the firm’s success in launching its ETF platform one year ago.

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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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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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Angel Oak Capital Advisors Launches Income ETF Focused on Residential M...

The firm’s second actively managed exchange-traded fund will provide investors with the opportunity to invest primarily across U.S. structured credit with a strong bias toward residential mortgage credit.

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Angel Oak Capital Advisors Debuts UltraShort ETF Focused on Structured ...

The firm’s first exchange-traded fund will provide investors with an opportunity to invest in short-duration structured credit assets and cashlike instruments that seek to provide higher yield without sacrificing credit quality.

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Angel Oak Capital Advisors Announces Name Change and Updated Investment...

PM Johannes Palsson explained that changing ANFIX to an ESG impact fund better reflects the team’s focus on investments that it believes have positive aggregate ESG impact outcomes.

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Self-Assessment of Diversity Policies and Practices

Associate General Counsel Sidney Simms Jr. participated in a webinar with SEC Chairman Gary Gensler about the importance of diversity and inclusion in the financial services industry and Angel Oak’s experience completing the diversity self-assessment.

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Angel Oak Capital Advisors joins the Partnership for Carbon Accounting ...

Angel Oak Capital Advisors, a leading provider of fixed income investment solutions, is now formally a signatory of the Partnership for Carbon Accounting Financials (PCAF).

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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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