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Cheryl Pate on CNBC: Growth is the name of the day in stocks

Cheryl Pate discusses where she sees opportunities for investors as markets continue to digest the latest FOMC meeting.

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Sam Dunlap on Yahoo Finance: Markets ‘were not expecting the Powell piv...

Sam Dunlap discusses the latest on the Fed, inflation and his expectations on the market as investors grapple with increasing uncertainty.

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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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Colin McBurnette on TD Ameritrade Network: Pending Home Sales

Colin McBurnette discusses his latest take on the U.S. housing market and where the team is finding attractive investment opportunities.

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Fed Repricing Creates Short Duration Opportunities

The short duration investment paradigm has been upended. Since the COVID-19 recovery began in the second quarter of 2020, short duration investors outperformed by focusing on maintaining portfolio yield in the face of harsh headwinds of both falling interest rates and declining credit spreads.

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Attractive Investment Opportunities in Prime Jumbo 2.0

As most dislocations in structured credit caused by the COVID-19 pandemic have run their course, Angel Oak is now positioning for a longer-term expansion at the zero bound.

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Angel Oak Capital Becomes Signatory of NZAM Initiative

Angel Oak Capital Advisors, a leading provider of structured credit investment solutions, is now formally a signatory of the Net Zero Asset Managers Initiative.

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Angel Oak’s Cheryl Pate Believes Financials Will Outperform

Cheryl Pate weighs in on the latest market moves and shares her latest investment ideas in light of today’s CPI data.

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2021 Estimated Capital Gains

The estimated short-term and long-term capital gains distributions for 2021 are listed below.

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Cheryl Pate on BNN Bloomberg: More Cautious on Longer Duration Equities

Cheryl Pate discusses the current market and where she’s seeing value, even as concerns over the Delta variant remain and Fed uncertainty lingers.

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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.

 

Multi-Strategy Income Fund Prospectus
Financials Income Fund Prospectus
High Yield Opportunities Fund Prospectus
UltraShort Income Fund Prospectus
Strategic Credit Fund Prospectus
Core Impact Fund Prospectus
 

Return to the Angel Oak Website to access standardized performance or recent portfolio holdings or positions ( Multi-Strategy Income Fund Performance, Financials Income Fund Performance, High Yield Opportunities Fund Performance, UltraShort Income Fund Performance, Strategic Credit Fund Performance, Core Impact Fund Performance).

 

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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.

 

Mutual fund investing involves risk. Principal loss is possible. The 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 on the Fund’s Net Asset Value and therefore 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. 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 nonrated securities presents a greater risk of loss to principal and interest than higher‐rated securities. 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.

 

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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