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2023 Financials Market Outlook

Angel Oak’s PM team provides an outlook for the financial sector in 2023 and identifies pockets of opportunity within the community bank space.

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The Securitized Credit Premium

Sam Dunlap and David Wells explore securitized credit’s underrepresentation within retail investors’ fixed income portfolios and explain possible drivers of the securitized credit premium.

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Ward Bortz on TD Ameritrade Network: How to Use ETFs to Invest in Struc...

ETF Portfolio Manager Ward Bortz shares his outlook on interest rates in 2023 and tips for investing in structured credit using an ETF strategy.

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Compelling Relative Value Opportunities Within Agency MBS

David Wells and Abhi Kane explain that surging interest rate volatility and the resulting massive slowdown in housing activity have presented some of the most compelling investment opportunities in the agency mortgage market in years.

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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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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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Q&A: Angel Oak Income ETF

Angel Oak’s portfolio management team provides an overview of the Angel Oak Income ETF, including what they believe differentiates its strategy.

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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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Webinar Replay: Opportunities in Today’s Fixed Income Market

Senior Portfolio Manager Colin McBurnette discusses attractive areas of fixed income and shares how the portfolio management team is putting new capital to work.

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2022 Estimated Capital Gains

The estimated short-term and long-term capital gains distributions for 2022 are listed below.

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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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