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M&A on the Rebound

Angel Oak’s Views: M&A in the banking sector remains a positive secular trend and is expected to accelerate in the coming years as banks focus on driving better scale and profitability.

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Sam Dunlap on Cheddar TV: Fed Not Expected To Do Anything About Inflation

Watch Sam Dunlap discuss his latest outlook on housing opportunities, inflation and economic indicators. 

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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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Angel Oak Hires Manmohan Singh to Lead Insurance Initiatives

Angel Oak Capital Advisors has hired Manmohan (“Manu”) Singh as head of insurance solutions to spearhead a range of initiatives focused on the insurance industry.

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Sam Dunlap on TD Ameritrade: Outlook for the Housing Market

Watch Sam Dunlap discuss housing fundamentals, the Fed, and the value he sees in shorter-duration, non-agency RMBS.

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Strategic Credit Fund Commentary

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Cheryl Pate on TD Ameritrade: Analyzing Regional Bank Stocks

Cheryl Pate shares her outlook for regional banks and the financial sector in the second half of the year.

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2021 Mid-Year Outlook Podcast

Listen to Angel Oak’s portfolio management team discuss performance in the first half of 2021 and explain how its strategies are positioned for potential opportunities in both structured and corporate credit.

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Podcast: ValueWalk’s ValueTalks: Looking into Community Banks

Portfolio Manager Cheryl Pate discusses her approach to investing, community banks, and ESG.

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Multi-Strategy Income Fund Celebrates 10-Year Anniversary

Angel Oak Capital Advisors LLC announces that the firm’s flagship Angel Oak Multi-Strategy Income Fund (ANGLX) has crossed the 10-year mark, focused primarily on U.S. non-agency residential mortgage-backed securities launched following the 2007-08 financial crisis

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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).

 

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.

 

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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