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4Q24 Financial Strategies Income Term Trust Webcast

Watch the 4Q24 update for the Financial Strategies Income Term Trust.

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Video: Exploring the Angel Oak Income ETF (Ticker: CARY)

In this strategy overview, Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, and Frank Ros, CAIA, Divisional Head of Sales – East, explain how CARY, an actively managed fixed-income strategy, is designed to deliver attractive risk-adjusted returns by investing within structured credit, primarily residential mortgage-backed securities, asset-backed securities and collateralized loan obligations.

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4Q24 Financial Strategies Income Term Trust Commentary

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2025 Financials Outlook

Angel Oak’s Portfolio Management team outlines why they believe 2025 is shaping up to be one of the best opportunities for bank investors in recent memory.

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Turning the Corner: Bank Stocks Poised for Growth in 2025

As outlined in this piece, Angel Oak believes the banking sector is positioned for a strong recovery in 2025, driven by a steeper yield curve, stable-to-improving credit quality, and historically low valuations, offering a rare investment opportunity as banks are set to benefit from improved fundamentals and lower rates.

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Replay: A Founder’s Perspective: Macro Views and Positioning Fixe...

Sreeni Prabhu, Managing Partner, Co-CEO, and Group Chief Investment Officer joined Frank Ros, CAIA, Divisional Head of Sales for the Eastern Region for a special January webinar. Covered topics include Angel Oak’s history, the mortgage-backed securities market, the U.S. housing market, and potential investment opportunities in structured credit.

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Replay: Charting a Path Through 2025: Investment Insights for the Year ...

Angel Oak’s January webinar features a discussion between Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, and Frank Ros, CAIA, Divisional Head of Sales – East about their outlook for the fixed income markets in 2025. Learn why we believe diversification and income strategies are key to enhancing returns and navigating the market in the year ahead.

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2025 Market Outlook

Discover key strategies for fixed income investors in 2025, including prioritizing diversification with an overweight to U.S. fixed income, utilizing income strategies to enhance returns, focusing on securitized credit and agency mortgages, and expecting stable homeowner credit with moderate home price growth.

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Mortgage-Backed Securities: Fed Rate Cut Enhances Opportunity for 2025

The Federal Reserve’s December 18, 2024, decision to cut its target range by 25 basis points while also continuing to reduce its holdings of Treasuries and agency MBS is expected to steepen the yield curve and tighten MBS spreads relative to corporate debt throughout 2025.

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Replay: A Deep Dive into Angel Oak’s ETF Platform

Angel Oak’s December webinar features Frank Ros, CAIA, Divisional Head of Sales – East, speaking with Ward Bortz, ETF Portfolio Manager and Head of Distribution for U.S. Wealth, about Ward’s experience growing Angel Oak’s ETF offerings to a $1.5 billion platform in just two years. This wide-ranging conversation touches on the increasing sophistication of ETFs, their liquidity and transparency advantages, and their growth potential.

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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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