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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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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.

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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.

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2024 Estimated Capital Gains

The estimated short-term and long-term capital gains distributions for 2024 are listed below.

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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.

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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.

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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.

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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.

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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.

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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.

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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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