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Ward Bortz on Bloomberg Radio: ETFs and Investing Strategies

Ward Bortz, ETF Portfolio Manager and Head of Distribution for Public Strategies, joined Bloomberg Radio to discuss opportunities in the fixed-income market, his outlook on housing, and more.

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Cheryl Pate on Bloomberg Radio: Banks Beating Expectations but Higher f...

Senior PM Cheryl Pate discussed actionable investment opportunities with big banks following positive earnings results. Listen at 3:20 for barbell approaches to consider in this environment, her bank earnings outlook, and more.

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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 Launches Income ETF Focused on Residential Mortgage Credit

Angel Oak delivered its second actively managed ETF product in as many weeks with the launch of $CARY. Learn more about the fund’s strong bias toward residential mortgage credit in this ETF Trends article.

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Ward Bortz in ETF Express: U.S. structural credit from Angel Oak is des...

ETF Portfolio Manager Ward Bortz shares his insights into the launch of the firm’s UltraShort Income ETF (UYLD) and why fixed income solutions may be attractive for investors in a high inflation environment.

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Ward Bortz in ETF Strategy: Angel Oak debuts ultra-short structured cre...

Under the guidance of ETF Portfolio Manager Ward Bortz, Angel Oak celebrated the launch of its first ETF, $UYLD. Learn more about the fund’s structured credit focused strategy.

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Cheryl Pate on CNBC: We expect more market downside and volatility amid...

Senior Portfolio Manager Cheryl Pate joined CNBC to discuss her views on the U.S. economy and market ahead of the release of the September jobs report and Q3 bank earnings.

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Cheryl Pate on CNBC: We’re seeing a lot of value in short-duration, lo...

Cheryl Pate discusses her market takeaways as earnings season kicks off on the heels of the release of June’s CPI report.

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Sreeni Prabhu on Bloomberg Radio: Be Cautious in this Tumultuous Enviro...

Co-CEO Sreeni Prabhu offered his insights on the health of the U.S. consumer, the housing market, and opportunities in the structured credit market.

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Cheryl Pate on CNBC: We might be nearing the peak here in inflation

Cheryl Pate shares her outlook on consumer prices for the rest of 2022 and where there could be opportunities in the equity market.

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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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