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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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Sam Dunlap on Fox Business: New Housing Construction Falls Short

CIO of Public Strategies Sam Dunlap discusses what the U.S. housing shortage potentially means for investors and the economy going forward.

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Cheryl Pate on TD Ameritrade: Areas of Inflation and Fed Tapering

Cheryl Pate shares her outlook on tapering from the Federal Reserve and how interest rates may pose opportunities among the banking sector.

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Angel Oak Q2 2021 ESG Update: Non-QM Strategies

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Colin McBurnette on Bloomberg Radio: Outlook for the Housing Market

Colin McBurnette shares his insights on the strength of the U.S. housing market and fixed income opportunities.

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Angel Oak Launches Core Impact Fund

The Fund will seek total return while giving special consideration to positive aggregate ESG impact.

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Sam Dunlap on TD Ameritrade: Housing Data Nothing Short Of Extraordinary

Watch Sam Dunlap share his thoughts on recent housing data and what is fueling strong performance in this sector.

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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. Traditional sectors within ultrashort fixed income, Treasury bills, and commercial paper are…

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Cheryl Pate Assesses 1Q Bank Earnings

Portfolio Manager Cheryl Pate joined TD Ameritrade Network to share her latest insights on banking, credit and other attractive sectors following Q1 earnings.

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Angel Oak UltraShort Income Fund Surpasses $1B in Assets

Angel Oak Capital Advisors, an investment management firm specializing in value-driven structured credit, is pleased to announce that the Angel Oak UltraShort Income Fund has surpassed $1 billion in assets under management.

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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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