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Podcast

From India to Milledgeville to $20 Billion in Assets: Sreeni Prabhu on ...

Angel Oak Co-Founder and Group CIO Sreeni Prabhu joined the ATLalts podcast for a wide-ranging discussion about Angel Oak’s origin story and potential investment opportunities in structured credit.

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Ward Bortz on the NYSE’s ETF Central Podcast

Angel Oak’s Ward Bortz, ETF Portfolio Manager and Head of Distribution for U.S. Wealth, joined the ETF Central Podcast to discuss topics ranging from his background and career progression, the launch of Angel Oak’s ETF business in 2022, the firm’s differentiated approach to structured credit investing, and his thoughts on the future growth of mutual funds vs. ETFs.

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Clayton Triick on The NAVigator Podcast: Mortgages are in a Fixed-Incom...

Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined Chuck Jaffe on the Active Investment Company Alliance’s The NAVigator podcast to discuss interest rates, consumers, the housing market, and more.

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Clayton Triick on the UBS Fixed Income Conversation Corner Podcast with...

Angel Oak’s Clayton Triick, CFA, Head of Portfolio Management of Public Strategies, recently spoke with UBS’s Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office, about the landscape for residential mortgage-backed securities, including investment considerations around this space.

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Podcast: Senior PMs Cheryl Pate and Johannes Palsson Discuss the Curren...

Senior PMs Cheryl Pate, CFA and Johannes Palsson sat down with Adam Beeler to discuss the investment opportunities they are finding across financials in both equities and debt.

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Cheryl Pate on The NAVigator Podcast: End of the rate-hike cycle will p...

Senior Portfolio Manager Cheryl Pate, CFA spoke with Chuck Jaffe about expectations for the financial services sector in 2023.

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Podcast: Alternative Investments: An Interview with Cheryl Pate, CFA®

Listen to Portfolio Manager Cheryl Pate discuss Angel Oak’s investment thesis and why community banks are well-positioned in today’s market environment.

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Podcast: Community Bank Update

Listen to Angel Oak’s Financials team discuss the current fundamentals of community banks, M&A activity, and the investment opportunities in community banks going forward amid recent market volatility.

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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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