Insights
Latest insights - page 4
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.
Watch video
Angel Oak Capital Advisors Announces Listing Transfer to Nasdaq for ETFs
Angel Oak announces that, effective on or about December 20, the stock exchange listings for its four ETFs will be transferred to The Nasdaq Stock Market LLC (Nasdaq) from the New York Stock Exchange Arca Inc.
Read article
Angel Oak Capital Advisors’ ETF Platform Reaches Two-Year Anniversary
Angel Oak’s $1.4B AUM ETF platform celebrates its two-year anniversary. This milestone showcases investors’ demand for Angel Oak’s actively managed solutions and its long-time expertise in the fixed-income space.
Read article
2024 Estimated Capital Gains
The estimated short-term and long-term capital gains distributions for 2024 are listed below.
Read article
Replay: Positioning Fixed Income Portfolios for the Future
In this replay of our October webinar, Angel Oak’s Clayton Triick, CFA and Frank Ros, CAIA, examine current market opportunities, the impact of a rapidly cutting Federal Reserve on fixed income portfolios, the rationale for overweighting the belly of the curve, and whether investors should prioritize income or duration in their strategies.
Watch video
Cheryl Pate on Bloomberg Businessweek: Big Bank Earnings
After a strong start to earnings season, Senior Portfolio Manager Cheryl Pate, CFA, joined Bloomberg Businessweek to break down the earnings reports from several big banks. Listen to the full interview near the 2:00 mark.
Listen to audio
From India to Milledgeville to $20 Billion in Assets: Sreeni Prabhu on ...
Angel Oak Co-Founder and Group CIO Sreeni Prabhu joined the ATLalts podcast for a wide-ranging discussion about Angel Oak’s origin story and potential investment opportunities in structured credit.
Listen to audio
Replay: Mortgage-Backed Securities: The Cheapest in Two Decades
In this replay of our September webinar, Angel Oak’s Divisional Head of Sales for the Eastern region, Frank Ros, CAIA, and Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, share compelling investment opportunities in mortgage-backed securities and structured credit, and discuss why they believe now is an ideal time to boost fixed-income allocations.
Watch video
Replay: A Tale of Two Consumers
In this conversational webinar, Angel Oak’s Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, and Divisional Head of Sales for the Eastern region, Frank Ros, CAIA, discuss the U.S. consumer, a critical driver of economic growth. Key topics include renters vs. owners, consumer sentiment, and pockets of lower-end borrower stress.
Watch video
Replay: The Next Bond Wave
In this webinar, Angel Oak’s Head of Portfolio Management, Public Strategies, Clayton Triick, CFA, and Divisional Head of Sales for the Eastern region, Frank Ros, CAIA, discuss the case for bonds versus stocks amid robust housing fundamentals and the consensus view of a soft landing–ultimately sharing what they expect from fixed income markets over the next six to 12 months.
Watch video