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Insights

Latest insights - page 11

Interval Funds: ‘March’ing Forward

Read Angel Oak’s views on the advantages of interval funds and why the firm believes interval funds could be on the cusp of dramatic growth as assets potentially migrate from hedge funds to interval funds.

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2021 Mid-Year Outlook: Financials

Angel Oak’s financials team provides a mid-year performance update and discusses the positive tailwinds that make financial sector debt one of its highest conviction ideas.

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2021 Mid-Year Outlook

Angel Oak’s portfolio management team discusses performance in the first half of 2021 and explains how its strategies are positioned for potential opportunities in both structured and corporate credit for the remainder of the year.

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Finding Attractive Yield in Short-Term Strategies

Short-term fixed income markets still offer compelling opportunities; however, investors need to look outside traditional options to find attractive income.

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Cheryl Pate in S&P: U.S. Banks’ Loan Loss Provisions Shrink

Portfolio Manager Cheryl Pate breaks down the economic factors supporting strength within the banking sector as banks’ credit loss provisions dip to new lows.

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Cheryl Pate on CNBC Power Lunch: Rates Are Likely to Go Higher From Here

Portfolio Manager Cheryl Pate joined CNBC to discuss how inflation risks are impacting her overall market outlook and the sectors she believes investors could look to for growth.

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2021 Market Outlook

The vaccine is here, the Fed is at the zero bound until 2023, and the economic recovery is V-shaped. The ascent of risk assets has been profound.

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Angel Oak Capital Hires Abhi Kane to Lead Growth Plans

Angel Oak Capital Advisors, LLC, an investment management firm specializing in value-driven structured credit, welcomes Abhi Kane as Managing Director and alternative investment strategist. Mr. Kane’s primary focus will be supporting Angel Oak’s portfolio managers and expanding the firm’s alternative investment strategies, both public and private, to a broader range of investors.

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2020 Mid-Year Outlook

The COVID-19 crisis reminded all market participants it’s difficult to time credit cycles. Adhering to our philosophy of identifying the best relative value in U.S. structured and corporate credit to maximize risk-adjusted returns over the full credit cycle enabled us to navigate one of the most challenging environments in our careers.

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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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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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