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Frank Ros on Fox Business: Investors are Concerned about Future Middle ...

How can investors position themselves amid evolving market conditions? Senior Market Strategist Frank Ros, CAIA, joined Mornings with Maria on Fox Business Network to discuss geopolitical uncertainty, his outlook for next week’s FOMC meeting, and where he sees compelling opportunities in fixed income.

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Clayton Triick on Schwab Network: Rates Hitting Low Three Percents in 2026

Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, joined Schwab Network to discuss recent economic data, including inflation and the jobs reports. He also shared his outlook on interest rate cuts through the end of 2025.

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Replay: Unlocking Opportunities in Corporate Credit and CLOs

In this replay of our June webinar, Berkin Kologlu and Frank Ros, CAIA, explore the current state of corporate credit and collateralized loan obligations (CLOs) — two sectors that are front and center for fixed income investors in today’s environment.

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Clayton Triick on UBS Trending: Summer of Mortgage-Backed Securities?

With mortgage rates hovering near 7%, mortgage-backed securities are standing out with attractive yields amid ongoing market uncertainty. Angel Oak’s Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, joined UBS Trending to unpack the risks, rewards, and emerging trends in today’s evolving fixed income landscape.

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Angel Oak FINS Announces Preliminary Results of Rights Offering

Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) announced the successful completion of its oversubscribed rights offering, highlighting strong investor interest.

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Replay: Maximizing Total Return with the Angel Oak Income ETF

In today’s market, flexibility can make all the difference. Watch as Clayton Triick, CFA and Frank Ros, CAIA, explain how the Angel Oak Income ETF (Ticker: CARY) is navigating credit cycles and identifying high-conviction opportunities across securitized and corporate credit.

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Opportunities in Agency and Non-Agency RMBS

The Angel Oak team highlights a compelling opportunity in agency and non-agency RMBS, driven by strong housing fundamentals, low prepayment risk, and favorable relative value versus corporate credit.

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Replay: Angel Oak Funds Quarterly Update

Clayton Triick, CFA, and Frank Ros, CAIA, offer valuable insights on first-quarter performance, navigating rate volatility, and understanding the key market dynamics shaping the future of securitized credit.

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Clayton Triick on Bloomberg Daybreak Asia

Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, joined Bloomberg Daybreak Asia Radio to discuss the impact of ongoing tariff negotiations on the U.S. economy, key expectations for next week’s Federal Open Market Committee meeting, and his outlook on inflation and growth.

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Frank Ros on Schwab Network: Cracks Showing in Corporate Credit as Bank...

Senior Market Strategist Frank Ros, CAIA, joined Schwab Network to discuss corporate credit conditions and the attractive opportunities he sees in mortgage-backed securities, driven in part by strong housing demand and other key factors.

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You are now leaving the Angel Oak Capital and Angel Oak Funds website.

 

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

Total Return ETF 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, Total Return ETF 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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