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About Us

Angel Oak Institutional

Delivering customized investment solutions

As a leading alternative credit manager with a focus on mortgage and structured credit, Angel Oak utilizes its extensive industry experience to provide customized solutions for its clients. With a deep team of seasoned professionals dedicated to serving institutional fixed-income investors, Angel Oak offers one of the most comprehensive structured credit investment platforms in the market.

Data-driven and vertically integrated, Angel Oak Capital provides comprehensive investment solutions that aim to create strategic long-term value for the institutional investors it serves.

Angel Oak’s Ecosystem

Angel Oak Companies is a global financial institution that identifies and capitalizes on market dislocations, connects the financial landscape, and creates new market opportunities.

Connecting Generations of Wealth

Angel Oak Co-CEOs Sreeni Prabhu and Mike Fierman explain how Angel Oak’s ecosystem is intentionally built to connect investors to borrowers.

Why Invest with Angel Oak Capital

Full Cycle Investor

Committed to identifying, unlocking, and adding value through full economic cycles, Angel Oak offers compelling strategies to investors seeking yield through all types of economic environments.

 

See Our Solutions

Your Partner in Structured Credit

Sophisticated and highly collaborative, Angel Oak is an ideal long-term partner for institutions that want to harness the vast potential of private credit investing.

 

Brookfield Strategic Partnership

In 2025, Brookfield Asset Management, one of the world’s largest investment managers with more than $1 trillion in assets under management, acquired a majority interest in Angel Oak Companies. We believe this strategic partnership strengthens both firms—expanding Brookfield’s credit platform while providing its global investors with access to Angel Oak’s differentiated residential mortgage credit strategies and wholesale mortgage origination platform.

Angel Oak will continue to operate independently within the Brookfield family, preserving the focus and approach that defines its business.

Read the announcement here or visit www.brookfield.com.

 

Meet the Institutional Team

Manish Valecha, CFA®

Head of Client Solutions

Adam Beeler

Head of Institutional Sales

Bernard Dzata, CAIA, CIMA®

Managing Director, Institutional Business Development

Daniel Gentry

Senior Vice President, Bank Strategies

Jordan Peck

Associate Vice President, Institutional Client Group

Liza Millican

Associate, Institutional Client Group

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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

Total Return ETF 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, Total Return ETF 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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