Higher income opportunities in structured credit investing
Angel Oak Capital Advisors manages private funds and customized separately managed accounts (SMAs) for financial institutions, accredited investors and high net worth individuals. We focus on opportunistic fixed-income investing that takes advantage of dislocations in the structured credit market segments.
SEPARATELY MANAGED ACCOUNTS
We offer both the insight and clarity that clients demand, as our strategies are based on fundamental research and designed to potentially deliver solid value across a broad range of SMA solutions. Angel Oak’s SMAs are completely flexible, customizable and structured for transparency. Our portfolio managers are hands-on, readily available and pride themselves on unmatched service and support.
Given our expertise and strong track record within structured credit, our private fund provides investors and institutions access to distinct fixed income strategies. As a flexible credit investor, Angel Oak Capital is able to capitalize on smaller trades than those typically favored by larger institutional investors—often delivering additional value and the potential for better risk-adjusted returns.
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The information provided herein does not constitute an offer to sell or solicitation of an offer to buy any security. Any such offer will be made, if at all, solely through a Fund’s confidential private placement memorandum. Information presented herein is qualified in its entirety by the information in a Fund’s offering documents. This information is being provided for informational purposes only and is not intended as a recommendation to pursue any particular investment strategy. Before investing in any Fund, an investor should carefully consider the Fund’s investment objectives, risks, fees, and expenses. No investment decision should be based solely upon the information contained herein.
The information herein is being provided to you on a confidential basis and may not be re-produced or distributed without written consent from Angel Oak Capital Advisors, LLC (“AOCA”).
AOCA believes the information presented herein to be reliable, however no warranty or guarantee is made as to its accuracy or completeness. Data has been obtained from reliable sources, however AOCA cannot be responsible for errors or omissions from such sources.
Investment in a Fund is speculative and will involve a significant degree of risk, including the risk of loss of an investor’s entire investment. There can be no assurance that investment objectives will be achieved and results may vary substantially over time. AOCA’s Private Funds have not registered as investment companies under the Investment Company Act of 1940. Eligible investors include “Accredited Investors” as defined in Regulation D under the Securities Act of 1933 and “Qualified Purchasers” as defined in Section 2(a)(51) of the Investment Company Act.
Interests are illiquid. There are restrictions on withdrawal and transfer of shares, and interests are not tradable. Any such purchase should only be made after consultation with independent qualified sources of investment, legal and tax advice. Private Funds’ use of margin and other borrowings results in certain additional risks to Private Funds. There are substantial fees and expenses payable regardless of profits. AOCA has several actual and potential conflicts of interest relating to Private Funds advised by AOCA.
Past performance is no guarantee of future returns.
Nothing presented herein is intended to constitute investment advice and no investment decision should be made based on any information provided herein. Investments cited may not represent current or future holdings of AOCA and nothing presented should be construed as a recommendation to purchase or sell a particular type of security or follow any investment technique or strategy. Information provided reflects AOCA’s views as of a particular time. Such views are subject to change at any point and AOCA shall not be obligated to provide any notice. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. While AOCA has used reasonable efforts to obtain information from reliable sources, we make no representations or warranties as to the accuracy, reliability or completeness of third-party information presented herein. No guarantee of investment performance is being provided and no inference to the contrary should be made.
You are now leaving the Angel Oak Capital and Angel Oak Funds website. 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.
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.
Definitions: Correlation: A statistical measure of how two securities move in relation to another. Index used for comparison is the Barclays U.S. Aggregate Bond Index. Duration: A measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates.
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.