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Sam Dunlap in MarketWatch: New Home Construction Falters Due to Feb Storms

CIO of Public Strategies Sam Dunlap shares why a recent slowdown in housing starts may not detract from the overall strength of the sector as homebuying demand remains high in 2021.

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Sam Dunlap in the WST: Looking to U.S. Structured Credit Markets

Sam Dunlap discusses the Angel Oak Multi-Strategy Income Fund, which is focused on identifying the best relative value within the U.S. structured credit markets, predominantly mortgage credit.

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Angel Oak: Forging New Paths

In our latest video, watch the team discuss Angel Oak’s investment philosophy, the firm’s unique culture, and how it is navigating the current market environment.

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Matt Kennedy in MarketWatch: Debt Financing Deal Repays a Pandemic Loan

The travel industry is seeing rising demand as increased vaccinations prompt more leisure travel. Head of Corporate Credit Matt Kennedy breaks down how this may pose an opportunity for debt investors.

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Cheryl Pate in S&P: U.S. Banks’ Loan Loss Provisions Shrink

Portfolio Manager Cheryl Pate breaks down the economic factors supporting strength within the banking sector as banks’ credit loss provisions dip to new lows.

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Navid Abghari Focuses on the Financials Sector

Senior PM Navid Abghari joins TD Ameritrade Network to discuss the macroeconomic factors impacting his current market outlook and where the team is finding opportunities in the financial sector as signs of inflation emerge.

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Cheryl Pate on CNBC Power Lunch: Rates Are Likely to Go Higher From Here

Portfolio Manager Cheryl Pate joined CNBC to discuss how inflation risks are impacting her overall market outlook and the sectors she believes investors could look to for growth.

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Matt Kennedy in MarketWatch: Energy stocks and bonds shine after brutal...

But in recent months, the fortunes of oil and gas producers have begun to look up, said Matt Kennedy, portfolio manager at Angel Oak Capital Advisors.

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Cheryl Pate on Yahoo Finance: How Financials are Positioned for 2021

Cheryl Pate, Portfolio Manager at Angel Oak Capital joins Yahoo Finance’s Julie Hyman, Myles Udland, and Brian Sozzi discuss the financial sector.

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Outlook for Regional Banks in 2021

Cheryl Pate sees community bank debt benefitting from high current income, low duration and the potential for outsized total return. She prefers rated opportunities on larger end of the community bank debt spectrum to less liquid non-rated issuances.

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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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