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The Worst Bond Market Since 1842

The Angel Oak team explains why the destruction of the bond market has been so bad this year after only 75 basis points of Fed tightening and identifies attractive areas of fixed income with opportunities for continued outperformance.

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Sreeni Prabhu on Bloomberg Radio: Be Cautious in this Tumultuous Enviro...

Co-CEO Sreeni Prabhu offered his insights on the health of the U.S. consumer, the housing market, and opportunities in the structured credit market.

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Cheryl Pate on CNBC: We might be nearing the peak here in inflation

Cheryl Pate shares her outlook on consumer prices for the rest of 2022 and where there could be opportunities in the equity market.

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High Current Income Solution Amid Market Volatility

Last week, the Russian invasion of Ukraine increased volatility across all markets. While we are not immune from the recent widening in the credit markets, we believe the Multi-Strategy Income Fund (ANGIX) is very well positioned and does not have any direct exposure to Russian and emerging markets debt.

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Cheryl Pate on CNBC: Banks and diversified financials outperform in ris...

Cheryl Pate explains the key factors influencing our outlook on inflation and why investors should consider opportunities in the financial sector in a rising rate environment.

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2022 Market Outlook

Chairman Jerome Powell has pivoted from transitory to persistent, and the time to prepare for interest rate liftoff is here. Fears of a Fed behind the curve on inflation has markets on edge heading into the final days of 2021.

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Cheryl Pate on CNBC: Growth is the name of the day in stocks

Cheryl Pate discusses where she sees opportunities for investors as markets continue to digest the latest FOMC meeting.

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Sam Dunlap on Yahoo Finance: Markets ‘were not expecting the Powell piv...

Sam Dunlap discusses the latest on the Fed, inflation and his expectations on the market as investors grapple with increasing uncertainty.

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Angel Oak Capital Advisors joins the Partnership for Carbon Accounting ...

Angel Oak Capital Advisors, a leading provider of fixed income investment solutions, is now formally a signatory of the Partnership for Carbon Accounting Financials (PCAF).

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Colin McBurnette on TD Ameritrade Network: Pending Home Sales

Colin McBurnette discusses his latest take on the U.S. housing market and where the team is finding attractive investment opportunities.

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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.

 

Core Impact Fund Prospectus

Financials Income Impact Fund Prospectus

High Yield Opportunities Fund Prospectus

Income 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 (Core Impact Fund Performance,  Financials Income Impact Fund PerformanceHigh Yield Opportunities Fund PerformanceIncome ETF Performance, Multi-Strategy Income Fund PerformanceStrategic 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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