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The Front End is Alive

The Federal Reserve’s inflation battle has brought the front end of the yield curve to life. Sam Dunlap and David Wells urge investors to rethink their views on ultra-short strategies, as they now have the potential to deliver high income with possible price appreciation within a diversified fixed income allocation.

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Colin McBurnette on The Alternative Investment Podcast: Are Bonds the N...

Senior Portfolio Manager Colin McBurnette joined The Alternative Investment Podcast to share Angel Oak’s latest market outlook for 2023, break down our strategies in structured credit, and share how those strategies play an important role in investors’ portfolios given today’s environment.

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Sam Dunlap in Pensions & Investments: Angel Oak Capital exec predi...

Despite a potential short-lived recession on the horizon, the fixed-income market presents attractive opportunities for investors. In this market outlook piece, CIO of Public Strategies, Sam Dunlap, provides key insights for institutional investors.

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The Return of Fixed Income

Sam Dunlap and David Wells explain the PM team’s belief that securitized credit—specifically mortgages—is an appealing place to invest fixed-income dollars due to softening interest rate volatility, increased demand from investors, and better relative value.

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Q&A: Measuring Impact in the Financials Income Impact Fund

Members of the ANFIX management team discuss the role of ESG at both the company-wide and Fund-specific level, from integration within the overall investment process to how ESG principles are factored into the ANFIX investment strategy.

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Sam Dunlap in WSJ: Money managers are urging clients to buy bonds while...

CIO Sam Dunlap spoke to the Wall Street Journal about opportunities for investors to boost fixed-income holdings in a traditional portfolio.

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Cheryl Pate on The NAVigator Podcast: End of the rate-hike cycle will p...

Senior Portfolio Manager Cheryl Pate, CFA spoke with Chuck Jaffe about expectations for the financial services sector in 2023.

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2023 Financials Market Outlook

Angel Oak’s PM team provides an outlook for the financial sector in 2023 and identifies pockets of opportunity within the community bank space.

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2023 Market Outlook

The great bond bear market of 2022 left a swath of destruction in financial assets, especially within long-duration fixed income. While pandemics and wars are difficult to anticipate using typical macroeconomic indicators, our focus on sustainable fundamentals in high-quality areas of structured credit should position us to outperform over the long-run credit cycle as the bond bear market of 2022 has created years of total return potential. Bonds are the new stocks in 2023, and we encourage investors to take note of that when they assess the carnage of the 2022 bond bear market.

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Ward Bortz on TD Ameritrade Network: How to Use ETFs to Invest in Struc...

ETF Portfolio Manager Ward Bortz shares his outlook on interest rates in 2023 and tips for investing in structured credit using an ETF strategy.

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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.

 

Financials Income Impact Fund Prospectus

High Yield Opportunities Fund Prospectus

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UltraShort Income Fund Prospectus

 

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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.

 

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.

 

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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.

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Upside potential may be limited due to participation rates.

The Angel Oak Funds are distributed by Quasar Distributors, LLC.

 

 

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